Mercer Short Duration Fixed Income Fund Class Y-3 · NASDAQ:MSDYX
Mercer Short Duration Fixed Income Fund Class Y-3 — Mercer Private Wealth — Fact Sheet (June 2021)
3 slides from Mercer Short Duration Fixed Income Fund Class Y-3's fact sheet, Jun 30, 2021
Slide 1: MMPS 3 fund objective, portfolio manager and performance
30 JUNE 2021 op Service FUND OBJECTIVE PORTFOLIO MANAGER To grow the capital value of the strategy as well as to generate Rupert Watson some degree of income. MMPS 3 is designed for an investor witha time horizon of more than three years, and a lower tolerance for Head of Asset risk, that can only a
Slide 2: Asset allocation and portfolio holdings
30 June 2021 ASSET ALLOCATION mw UK EQUITIES m NORTH AMERICA EQUITIES m EUROPE EX UK EQUITIES JAPAN EQUITIES ASIA PACIFIC EQUITIES EMERGING MARKETS EQUITIES m PROPERTY m@ INFRASTRUCTURE @ GROWTH BONDS m DEFENSIVE BONDS CASH = COMMODITIES PORTFOLIO HOLDINGS REAL ASSETS 9.00% Mercer Active UK Equity 2
Slide 3: Important information and contact
IMPORTANT INFORMATION This does not contain regulated investment advice in respect of actions you should take. No investment decision should be made based on this information without obtaining prior specific, professional advice relating to your own circumstances. This does not constitute an offer o