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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Mercer Indexed Australian Shares Fund: holdings, performance and fees
1Y return+13.5%
3Y return+41.1%
5Y return+42.1%
Top 10 holdings
| Holding | Weight |
|---|---|
| BHP GROUP LIMITED | 11.0% |
| COMMONWEALTH BANK OF AUSTRALIA | 10.0% |
| WESTPAC BANKING CORPORATION | 4.4% |
| NATIONAL AUSTRALIA BANK LIMITED | 4.2% |
| AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED | 3.9% |
| WESFARMERS LIMITED | 3.7% |
| MACQUARIE GROUP LIMITED | 3.2% |
| RIO TINTO LTD | 2.3% |
| GOODMAN GROUP ORD | 2.3% |
| TELSTRA GROUP LIMITED | 2.1% |
Top sectors
- Financials32.6%
- Materials25.5%
- Other20.7%
- Industrials7.6%
- Consumer Discretionary7.5%
Top countries
- Australia95.8%
- US1.9%
- Asia ex Japan1.3%
- Europe ex UK0.8%
- North America ex US0.2%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
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This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
PORTFOLIO BREAKDOWN