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Mercer Low Volatility Equity Fund M1 EUR Hedged/  IE00BGSH7817  /

Fonds
NAV2024-10-03 Chg.-0.8800 Type of yield Investment Focus Investment company
187.6300EUR -0.47% 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 -0.85 - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 7.99% 8.54% 8.01% 11.19% -%
Sharpe ratio 1.83 1.23 2.41 0.19 -
Best month +2.71% +2.69% +5.97% +5.97% +8.50%
Worst month -3.38% -3.38% -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 320.9400 +19.96% +27.55%
Mercer Low Volatility Equity Fun... reinvestment 187.6300 +22.53% +16.87%
Mercer Low Volatility Equity Fun... reinvestment 198.5400 +19.53% +26.18%
Mercer Low Volatility Equity Fun... reinvestment 190.1200 +22.32% +16.25%

Performance

YTD  
+13.17%
6 Months  
+6.68%
1 Year  
+22.53%
3 Years  
+16.87%
5 Years     -
10 Years     -
Since start  
+28.86%
Year
2023  
+11.67%
2022
  -13.68%
2021  
+17.97%
2020  
+0.12%