12 Month Investment Account
AU60LTC00026 · AUD
▲ +2.1%
6M return
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Comparing 2 funds
Returns, costs and exposure side by side, with sources and dates below.
Mercer Passive Australian Shares
AU60NCL00029 · AUD
▲ +3.4%
6M return
Performance, starting at 100
GBP total return, daily prices to 4 Nov 2026. Source: FE fundinfo. Past performance is not a reliable guide to future returns.
If you had invested £10,000
What it would have become over 6M, GBP, month end to 31 Oct 2026.
Based on month end returns. Illustrative, before tax, not a prediction.
Country exposure
Country weights come with a free account.
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Sector exposure
Sector weights come with a free account.
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AI comparison
AI assisted, not advice. Describes the data on this page.
Select Summarise differences for a short, neutral description of how these funds differ on the figures below.
Side by side
Returns in GBP, month end to 31 Oct 2026. Bold marks the highest value in the return rows, the lowest in the ongoing charge row and the largest in the fund size row.
| Metric | 12 Month Investment Account | Mercer Passive Australian Shares |
|---|---|---|
| 1 year returnHighest in bold | ▲ +11.7% | ▲ +8.6% |
| 3 year returnHighest in bold | ▲ +21.6% | ▲ +45.2% |
| 5 year returnHighest in bold | ▲ +28.1% | ▲ +38.0% |
| Rank among sector peers, 1 yearQuartile among representative funds in the FE sector | Q1 of 123 representative funds | Q2 of 952 representative funds |
| Ongoing charge (OCF) | ||
| Fund size, GBPLargest in bold | £5.9B | £3.1B |
| Volatility, 1 year FE, as at 4 Jul 2026 | 0.1% | 10.5% |
| Sharpe ratio, 1 year FE, as at 4 Jul 2026 | 50.62 | 0.33 |
| Style | n/a | Passive |
| FE sector | GL Mortgage-backed Bonds | GL Equity Australia |
| Share class | AUD | AUD |
Source: FE fundinfo, as supplied; the date shown is when FE last updated them.