Mercer Global Fundamental Relationships

IE00BWZMSB19 -- Ireland Fund  

USD 122.64  2.16  0.02%

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 Small Cap Equity M 8 over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.

Mercer Global Small Cash Position Weight vs. Equity Positions Weight Fundamental Analysis

Mercer Global Small Cap Equity M 8 is rated second overall fund in equity positions weight among similar funds. It is currently considered the top fund in cash position weight among similar funds creating about  0.02  of Cash Position Weight per Equity Positions Weight. The ratio of Equity Positions Weight to Cash Position Weight for Mercer Global Small Cap Equity M 8 is roughly  54.76 
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Mercer Global 
Stock Percentage 
 = 
% of Equities 
 
in the fund 
=
96.38%
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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 
=
1.76%
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.

Mercer Global Small Cash Position Weight Comparison

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