Fund Return 2017-2018

Fund return to 31 December 2017


Fund

Performance

 

1 month

Scheme Year to Date

1 Year

 

 

 

CERS Multi Asset Fund

0.5%

3.5%

6.9%

CERS Bond Fund

-1.3%

0.5%

-1.0%

CERS Cash Fund

-0.1%

-0.5%

-0.8%

CERS Equity Fund

1.1%

6.0%

12.3%

CERS Property Fund

0.2 %

1.3%

4.8%

CERS Alternative Asset Fund

0.1%

1.1%

2.1%


Investment Commentary


Provided by Appian Asset Management, CERS Investment Adviser

The economic and earnings backdrop remain supportive of real assets such as equities and property. 

Interest rates remain subdued and this will certainly continue in the Eurozone though we are likely to see some increases in interest rates in the US. Tax proposals in the US should have a positive impact on company profits.

Valuations in equity markets remain elevated and this may lead to some increase in market volatility which has been at extremely low levels .

   

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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