Breaking News
Get 50% Off 0
50% Off! Beat the market in 2025 with InvestingPro
CLAIM SALE
Close

Mercer Passive Global Equity Fund B1 0.0400 Gbp Hedged (0P0001J9TS)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from Watchlist Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
166.070 +1.150    +0.70%
23/12 - Closed. Currency in GBP
Type:  Fund
Market:  Ireland
Issuer:  Mercer Global Investments Management Ltd
ISIN:  IE00BK9YL540 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 6.82B
Mercer Passive Global Equity Fund B1 0.0400 GBP He 166.070 +1.150 +0.70%

0P0001J9TS Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Mercer Passive Global Equity Fund B1 0.0400 GBP He (0P0001J9TS) fund. Our Mercer Passive Global Equity Fund B1 0.0400 GBP He portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from Watchlist  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 1.240 9.420 8.180
Stocks 98.690 98.690 0.000
Preferred 0.020 0.020 0.000
Other 0.040 0.040 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 15.647 16.342
Price to Book 2.508 2.722
Price to Sales 1.727 2.092
Price to Cash Flow 10.650 10.483
Dividend Yield 2.266 2.778
5 Years Earnings Growth 10.558 13.012

Sector Allocation

Name  Net % Category Average
Technology 24.680 20.011
Financial Services 15.210 19.445
Healthcare 13.460 12.883
Consumer Cyclical 11.280 12.526
Industrials 8.960 13.902
Communication Services 7.780 9.222
Consumer Defensive 6.570 8.423
Basic Materials 3.620 9.101
Energy 3.130 8.368
Utilities 2.820 5.566
Real Estate 2.490 4.457

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 1,574

Number of short holdings: 105

Name ISIN Weight % Last Change %
  Apple US0378331005 5.10 258.20 +1.15%
  Microsoft US5949181045 4.54 439.33 +0.94%
E-mini S&P 500 Dec13 - 2.96 - -
  Amazon.com US0231351067 2.33 229.05 +1.77%
  NVIDIA US67066G1040 1.91 140.22 +0.39%
  Alphabet A US02079K3059 1.40 196.11 +0.76%
  Meta Platforms US30303M1027 1.26 607.75 +1.32%
  Alphabet C US02079K1079 1.26 197.57 +0.81%
  Tesla US88160R1014 1.08 462.28 +7.36%
  UnitedHealth US91324P1021 0.95 506.10 -0.05%

Top Equity Funds by Mercer Global Investments Management Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Mercer Diversified Growth Fund M2 337.98M 10.25 3.94 6.95
  Mercer Diversified Growth Fund M12 8.85B 3.65 3.13 6.71
  IE00BQXWZN22 22.01M 6.32 3.72 -
  IE00BJSP0X25 6.82B 23.30 9.07 9.38
  IE00BJSP0W18 6.82B -9.63 - -
Comment Guidelines

We encourage you to use comments to engage with other users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind:  

  •            Enrich the conversation, don’t trash it.

  •           Stay focused and on track. Only post material that’s relevant to the topic being discussed. 

  •           Be respectful. Even negative opinions can be framed positively and diplomatically. Avoid profanity, slander or personal attacks directed at an author or another user. Racism, sexism and other forms of discrimination will not be tolerated.

  • Use standard writing style. Include punctuation and upper and lower cases. Comments that are written in all caps and contain excessive use of symbols will be removed.
  • NOTE: Spam and/or promotional messages and comments containing links will be removed. Phone numbers, email addresses, links to personal or business websites, Skype/Telegram/WhatsApp etc. addresses (including links to groups) will also be removed; self-promotional material or business-related solicitations or PR (ie, contact me for signals/advice etc.), and/or any other comment that contains personal contact specifcs or advertising will be removed as well. In addition, any of the above-mentioned violations may result in suspension of your account.
  • Doxxing. We do not allow any sharing of private or personal contact or other information about any individual or organization. This will result in immediate suspension of the commentor and his or her account.
  • Don’t monopolize the conversation. We appreciate passion and conviction, but we also strongly believe in giving everyone a chance to air their point of view. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.
  • Any comment you publish, together with your investing.com profile, will be public on investing.com and may be indexed and available through third party search engines, such as Google.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0001J9TS Comments

Write your thoughts about Mercer Passive Global Equity Fund B1 0.0400 Gbp Hedged
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email