Mercer Australian Inflation Plus Fund

APIR: MIN0031AU

Performance

1
Year

4.70

3
Year

3.90

5
Year

3.10

Since Inception

4.30

Running Yield

Yield To Maturity

Data Current To: 30/06/2020

Information

Issuer:
Sector:
Index:
Lagged CPI +1%
Inception Date: 31/01/2010
Strategy: Invests in inflation linked bonds and interest rate protection strategies using a partly active, multi manager approach (Ardea, Challenger)

Details

Management Costs: 0.45% p.a.
Minimum Initial Amount: $100000
Income Distribution: Semi-Annually
Fund Size: $800m (AUD)
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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.