Fund Return 2015-2016


Fund return to 31 May 2016


Fund

Performance

 

1 month

Scheme Year to Date

1 Year

 

 

 

CERS Multi Asset Fund

1.2%

-2.4%

-2.4%

CERS Cash Fund

0.0%

-0.7%

-0.7%

CERS Bond Fund

1.8%

4.2%

4.2 %

CERS Equity Fund

2.0%

-7.8%

-7.8%

CERS Property Fund

0.0%

10.5%

10.5%

CERS Alternative Asset Fund

0.5%

-1.2%

-1.2%


Investment Commentary


Provided by Appian Asset Management, CERS Investment Adviser

Asset moves in aggregate in this first 4 months of the year on the surface don’t appear too dramatic but what lies beneath have been some significant shifts which reflect many of the cross currents between economic policy and current conditions. 

Brexit looms ever nearer but Sterling is back to where it was in mid-February against both the Euro and the US dollar.

The IMF in its most recent forecast in April is now looking for Advanced Economies to grow by 1.9% in 2016. This compares to a January forecast of 2.1%. 

 NOTES


Scheme Year to date performance is the period from 1 June 2015 to the most recent month shown.

1 Year performance is the cumulative performance of the last 12 months to the most recent month shown.

Multi Asset Fund performance assumes no lifestyling.

Performance shown is net of annual management charge and Government Pension Levy as at 30 June 2015.

The investment choices offered by the Trustee will be regularly reviewed and may be varied from time to time.

Before you choose a fund we recommend that you speak to an Independent Financial Adviser.The CERS Trustee preferred Independent Financial Adviser is Milestone Advisory Limited.  You can contact them or your own independent financial adviser to assist you to review your investment choices.  You can contact Milestone Advisory Ltd. at Canal House, Canal Road, Dublin 6, at info@milestoneadvisory.ie or call them on 01 4068020. Their website is www.milestoneadvisory.ie.


If you require further information please contact the CERS Team at info@cers.ie




Frequently Asked Questions

For a list of our most commonly asked questions, visit our FAQs

CALL US NOW
+353 1 407 1430

Request a Callback

Thank you for registering for a call back. A representative will contact you soon.
Best time to contact you:

* Required Fields