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Mercer Low Volatility Equity Fund M-3 £ header image

Mercer Low Volatility Equity Fund M-3 £

Fund

ISIN IE00B4607R74 / Valor null

NAV (2025-11-18)
GBP 365.93-0.30%

Mercer Low Volatility Equity Fund M-3 £
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The Mercer Low Volatility Equity Fund is actively managed to provide long-term capital growth and income by investing primarily in a diversified selection of global equities and equity-related securities. To achieve more stable returns, the fund also allocates up to 40% of its assets to government and corporate bonds, focusing mainly on those from developed markets and maintaining quality by limiting investments in lower-rated bonds. This balanced approach aims to deliver similar performance to typical equity funds while maintaining approximately 20% lower volatility over the long term.

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msci world global equities low volatility

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OTHER SHARE CLASSES OF THIS FUND

Mercer Low Volatility Equity Fund A14 0.3700 USD Acc Hedged
Mercer Low Volatility Equity Fund A14 0.3700 USD Acc Hedged Mercer Low Volatility Equity Fund A14 0.3700 USD Acc Hedged
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Annual Return

-50%0%+50%

Risk level

110
-0.51%USD 176.90
Mercer Low Volatility Equity Fund A10 0.2000 USD Acc
Mercer Low Volatility Equity Fund A10 0.2000 USD Acc Mercer Low Volatility Equity Fund A10 0.2000 USD Acc
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Annual Return

-50%0%+50%

Risk level

110
-0.55%USD 156.52
Mercer Low Volatility Equity Fund A17 0.5200 CHF Acc Hedged
Mercer Low Volatility Equity Fund A17 0.5200 CHF Acc Hedged Mercer Low Volatility Equity Fund A17 0.5200 CHF Acc Hedged
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Annual Return

-50%0%+50%

Risk level

110
-0.52%CHF 142.58
Mercer Low Volatility Equity Fund B5 0.5950 GBP Acc Hedged
Mercer Low Volatility Equity Fund B5 0.5950 GBP Acc Hedged Mercer Low Volatility Equity Fund B5 0.5950 GBP Acc Hedged
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Annual Return

-50%0%+50%

Risk level

110
-0.51%GBP 153.23
Mercer Low Volatility Equity Fund A13 0.3200 EUR Acc Hedged
Mercer Low Volatility Equity Fund A13 0.3200 EUR Acc Hedged Mercer Low Volatility Equity Fund A13 0.3200 EUR Acc Hedged
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Annual Return

-50%0%+50%

Risk level

110
-0.51%EUR 141.30
Mercer Low Volatility Equity Fund M-1 JPYHAcc
Mercer Low Volatility Equity Fund M-1 JPYHAcc Mercer Low Volatility Equity Fund M-1 JPYHAcc
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Annual Return

-50%0%+50%

Risk level

110
-0.53%JPY 14,881.09
Mercer Low Volatility Equity Fund M-5 £ Acc
Mercer Low Volatility Equity Fund M-5 £ Acc Mercer Low Volatility Equity Fund M-5 £ Acc
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Annual Return

-50%0%+50%

Risk level

110
-0.92%GBP 98.92
Mercer Low Volatility Equity Fund M-3€ Shares Acc
Mercer Low Volatility Equity Fund M-3€ Shares Acc Mercer Low Volatility Equity Fund M-3€ Shares Acc
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Annual Return

-50%0%+50%

Risk level

110
-0.41%EUR 392.79
Mercer Low Volatility Equity Fund A8 0.1500 JPY Acc
Mercer Low Volatility Equity Fund A8 0.1500 JPY Acc Mercer Low Volatility Equity Fund A8 0.1500 JPY Acc
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Annual Return

-50%0%+50%

Risk level

110
-0.50%JPY 25,765.17
Mercer Low Volatility Equity Fund A13 0.3200 NOK Acc Hedged
Mercer Low Volatility Equity Fund A13 0.3200 NOK Acc Hedged Mercer Low Volatility Equity Fund A13 0.3200 NOK Acc Hedged
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Annual Return

-50%0%+50%

Risk level

110
-0.51%NOK 1,536.45
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