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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Mercer Multi-manager Growth Fund - Wholesale Units: holdings, performance and fees
1Y return+13.5%
3Y return+31.3%
5Y return+28.6%
OCF (ongoing charge)0.78%
Top 10 holdings
| Holding | Weight |
|---|---|
| BHP GROUP LIMITED | 3.5% |
| COMMONWEALTH BANK OF AUSTRALIA | 3.1% |
| NVIDIA CORPORATION | 2.6% |
| APPLE INC. | 2.3% |
| MICROSOFT CORPORATION | 1.9% |
| ALPHABET INC. | 1.9% |
| NATIONAL AUSTRALIA BANK LIMITED | 1.6% |
| AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED | 1.5% |
| GOODMAN GROUP ORD | 1.4% |
| WESTPAC BANKING CORPORATION | 1.4% |
Top sectors
- Financials22.1%
- Information Technology17.0%
- Other15.6%
- Materials11.6%
- Industrials8.7%
Top countries
- North America41.4%
- Pacific37.1%
- Europe ex UK9.2%
- Asia8.0%
- UK2.8%
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.
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