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Mercer Low Volatility Equity Fund M1 EUR Hedged/  IE00BGSH7817  /

Fonds
NAV2024-11-05 Chg.+1.3600 Type of yield Investment Focus Investment company
187.8800EUR +0.73% reinvestment Equity Worldwide Mercer Global IM ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2020 - -7.62 -10.01 8.50 2.84 0.02 3.20 2.46 -2.09 -2.53 7.40 1.93 +0.12%
2021 -0.82 0.95 4.89 3.33 1.69 0.57 1.68 1.70 -3.64 4.11 -2.60 5.19 +17.97%
2022 -4.15 -1.57 2.66 -4.84 0.07 -6.16 5.19 -3.56 -8.06 5.58 5.14 -3.67 -13.68%
2023 4.56 -2.29 2.70 1.75 -1.89 3.63 1.47 -1.42 -3.76 -1.82 5.97 2.71 +11.67%
2024 1.95 2.34 2.58 -3.38 2.59 1.84 2.69 1.95 0.92 -1.85 1.15 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 7.97% 8.46% 7.69% 11.21% -%
Sharpe ratio 1.62 1.36 2.23 0.03 -
Best month +2.71% +2.69% +5.97% +5.97% +8.50%
Worst month -3.38% -1.85% -3.38% -8.06% -10.01%
Maximum loss -4.62% -4.62% -4.62% -19.73% -
Outperformance -4.42% - -8.41% - -
 
All quotes in EUR

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Mercer Low Volatility Equity Fun... reinvestment 323.5200 +20.71% +20.78%
Mercer Low Volatility Equity Fun... reinvestment 187.8800 +20.14% +10.54%
Mercer Low Volatility Equity Fun... reinvestment 200.0700 +20.28% +19.48%
Mercer Low Volatility Equity Fun... reinvestment 190.3500 +19.94% +9.95%

Performance

YTD  
+13.32%
6 Months  
+7.01%
1 Year  
+20.14%
3 Years  
+10.54%
5 Years     -
10 Years     -
Since start  
+29.03%
Year
2023  
+11.67%
2022
  -13.68%
2021  
+17.97%
2020  
+0.12%