Mercer Global Fundamental Relationships

IE00BG3F0N65 -- Ireland Fund  

GBp 12,354  176.00  1.45%

The Drivers Module shows relationships between Mercer Global's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Mercer Global High Yield Bond M 5 Acc over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.

Mercer Global High Cash Position Weight vs. Year to Date Return Fundamental Analysis

Mercer Global High Yield Bond M 5 Acc is currently considered the top fund in year to date return among similar funds. It is currently considered the top fund in cash position weight among similar funds creating about  0.86  of Cash Position Weight per Year to Date Return. The ratio of Year to Date Return to Cash Position Weight for Mercer Global High Yield Bond M 5 Acc is roughly  1.16 
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of current fiscal year. In other words YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Mercer Global 
YTD Return 
(Mean of Monthly Returns - 1) 
6.63 %
Year-To-Date typically refers to a period starting from the beginning of the current year, and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Percentage of fund asset invested in cash equivalents or risk free instruments. About 40% of all global funds carry cash on their balance sheet.
Mercer Global 
Cash Percentage 
% of Cash 
in the fund 
5.71 %
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.

Mercer Global High Cash Position Weight Comparison

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