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 (December 2020)

3 slides from Mercer Short Duration Fixed Income Fund Class Y-3's fact sheet, Dec 31, 2020

1. Slide 1: Fund objective, performance and portfolio managers

   31 DECEMBER 2020 FUND OBJECTIVE To grow the capital value of the strategy as well as to generate some degree of income. MMPS 4 is designed for an investor witha time horizon of more than three years, and a lower to medium tolerance for risk that can only accept moderate variation or disruption to ca

2. Slide 2: Asset allocation and portfolio holdings

   31 DECEMBER 2020 ASSET ALLOCATION @ UK EQUITIES JAPAN EQUITIES m PROPERTY m@ DEFENSIVE BONDS PORTFOLIO HOLDINGS Mercer Active UK Equity Baillie Gifford Mercer Global Equity Alliance Bernstein, Arrowstreet, Baillie Gifford, Maj Invest and Wellington iShares North American Equity Index iShares Contine

3. 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

Mercer Private Wealth — Fact Sheet (December 2020) on 6ix