Mercer Australian Sovereign Bond Fund (Class 1)

APIR: MIN0030AU

Performance

1
Year

2.4

3
Year

1.0

5
Year

-1.4

Since Inception

Running Yield

Yield To Maturity

4.08

Data Current To: 27/06/2025

Information

Issuer:
Sector:
Index:
Bloomberg Australian Treasury Bond 0+ years All Maturities Index
Inception Date: 31/07/2007
Strategy: Invests in Australian sovereign bonds utilising a partly active managed, multi manager approach. (Challenger, Jamieson Coote, Schroder, Macquarie Investment Management)

Details

Management Costs: 0.38% p.a.
Minimum Initial Amount: $500000
Income Distribution: Semi-Annually
Fund Size: $1860m (AUD)

Sector Distribution

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Luke Greensill
Luke is the Chief Technical Officer of Fixed Income News Australia. He is responsible for FINA's design and development, fund finder functionality, and is the producer of the Fixated podcast. Luke is Head of Marketing at communications, content and creative agency RGC Media & Mktng, MBA News Australia and Online MBA Australia.