Fund Return 2017-2018

Fund return to 31 August 2017


Fund

Performance

 

1 month

Scheme Year to Date

1 Year

 

 

 

CERS Multi Asset Fund

0.3%

-0.1%

5.0%

CERS Bond Fund

1.6%

0.8%

-6.4%

CERS Cash Fund

-0.1%

-0.2%

-0.8 %

CERS Equity Fund

-0.3%

-0.7%

10.9%

CERS Property Fund

 0.9 %

1.2%

5.6%

CERS Alternative Asset Fund

1.5%

0.9%

-1.1%


Investment Commentary


Provided by Appian Asset Management, CERS Investment Adviser

There has been little clear trend to financial markets in recent months. While global equities in US dollar terms have made small progress, this has been eroded by the weakness of currencies such as the US dollar and Sterling relative to the Euro.

The economic backdrop remains supportive and we still see good progress in company profits through 2017 and 2018.

Near term issues for markets remain very much in the realm of what Central Banks may do over the next 3-6 months in the US, UK and Eurozone.

Markets will be very sensitive to any perceived policy mistakes or abrupt changes. 

 

NOTES


Scheme Year to date performance is the period from 1 June 2017 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.

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 DAC.  You can contact them or your own independent financial adviser to assist you to review your investment choices.  You can contact Milestone Advisory DAC 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




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