Comparing 2 funds
Returns, costs and exposure side by side, with sources and dates below.
iShares Australian Bond Index
Performance, starting at 100
If you had invested £10,000
Based on month end returns. Illustrative, before tax, not a prediction.
Country exposure
Sector exposure
AI comparison
Side by side
| Metric | Mercer Passive Australian Shares | iShares Australian Bond Index |
|---|---|---|
| 1 year returnHighest in bold | ▲ +8.6% | ▲ +5.6% |
| 3 year returnHighest in bold | ▲ +45.2% | ▲ +14.6% |
| 5 year returnHighest in bold | ▲ +38.0% | ▼ −0.2% |
| Rank among sector peers, 1 yearQuartile among representative funds in the FE sector | Q2 of 952 representative funds | Q2 of 109 representative funds |
| Ongoing charge (OCF) | ||
| Fund size, GBPLargest in bold | £3.1B | £3.1B |
| Volatility, 1 year FE, as at 4 Jul 2026 | 10.5% | 2.9% |
| Sharpe ratio, 1 year FE, as at 4 Jul 2026 | 0.33 | 0.00 |
| Style | Passive | Passive |
| FE sector | GL Equity Australia | GL Bond Aggregate FD AUD |
| Share class | AUD | Class D · AUD |
Source: FE fundinfo, as supplied; the date shown is when FE last updated them.