Mercer Short Duration Fixed Income Fund Class Y-3 · NASDAQ:MSDYX
Mercer Short Duration Fixed Income Fund Class Y-3 — Mercer — Fact Sheet (September 2020)
3 slides from Mercer Short Duration Fixed Income Fund Class Y-3's fact sheet, Sep 30, 2020
Slide 1: Fund Objective, Performance and Portfolio Managers
30 SEPTEMBER 2020 FUND OBJECTIVE To grow the capital value of the strategy as well as to generate some degree of income. MMPS 5 is designed for an investor witha time horizon of more than five years, and a medium tolerance for risk that can accept moderate variation or disruption to capital value or
Slide 2: Asset Allocation and Portfolio Holdings
30 SEPTEMBER 2020 op Service ASSET ALLOCATION mUK EQUITIES JAPAN EQUITIES m PROPERTY m@ DEFENSIVE BONDS PORTFOLIO HOLDINGS Mercer Active UK Equity Baillie Gifford Mercer Global Equity Alliance Bernstein, Arrowstreet, Baillie Gifford, LSV and Wellington iShares North American Equity Index iShares Con
Slide 3: Important Information
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