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Mercer Low Volatility Equity Fund M1 EUR/  IE00BGSH7700  /

Fonds
NAV2024-11-05 Chg.+1.4100 Type of yield Investment Focus Investment company
200.0700EUR +0.71% reinvestment Equity Worldwide Mercer Global IM ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2020 - -7.02 -10.35 9.20 1.48 -0.60 -0.38 1.86 -0.62 -1.83 5.43 0.51 -5.66%
2021 -0.23 1.00 7.41 1.54 0.62 2.87 1.82 2.04 -2.22 4.46 -0.48 4.56 +25.61%
2022 -3.04 -1.58 3.38 -0.79 -1.02 -4.50 7.87 -2.74 -6.32 4.84 2.43 -6.11 -8.32%
2023 3.50 -0.63 0.99 0.45 0.93 1.78 0.95 -0.39 -1.77 -1.85 3.91 2.31 +10.47%
2024 3.15 2.43 2.70 -2.80 1.52 2.92 2.32 0.59 0.50 -0.08 0.86 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 8.77% 9.43% 8.65% 11.37% -%
Sharpe ratio 1.69 1.19 2.00 0.27 -
Best month +3.15% +2.92% +3.91% +7.87% +9.20%
Worst month -2.80% -0.08% -2.80% -6.32% -10.35%
Maximum loss -5.40% -5.40% -5.40% -11.29% -
Outperformance - - - - -
 
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  
+14.88%
6 Months  
+6.88%
1 Year  
+20.28%
3 Years  
+19.48%
5 Years     -
10 Years     -
Since start  
+37.89%
Year
2023  
+10.47%
2022
  -8.32%
2021  
+25.61%
2020
  -5.66%