XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Mercer Indexed International Shares Fund: holdings, performance and fees
1Y return+19.9%
3Y return+61.6%
5Y return+72.9%
Top 10 holdings
| Holding | Weight |
|---|---|
| NVIDIA CORPORATION | 5.3% |
| APPLE INC. | 4.9% |
| ALPHABET INC. | 4.3% |
| MICROSOFT CORPORATION | 3.0% |
| AMAZON.COM, INC. | 2.7% |
| BROADCOM INC | 2.0% |
| MICRON TECHNOLOGY, INC. | 1.5% |
| META PLATFORMS, INC. | 1.4% |
| TESLA, INC. | 1.4% |
| LILLY (ELI) & CO | 1.1% |
Top sectors
- Information Technology31.1%
- Other23.3%
- Financials15.7%
- Industrials11.5%
- Health Care9.3%
Top countries
- North America75.5%
- Europe ex UK13.8%
- Asia6.8%
- UK3.4%
- Middle East & Africa0.3%
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
Powered by Claude
FREE PREVIEW
Sign up free to unlock the full AI analysis →
UP—
PREMIUM
PREMIUM
Positives
Risks
600 adviser votes
Upgrade for full forecast →
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