Fund Return 2017-2018

Fund return to 31 October 2017


Fund

Performance

 

1 month

Scheme Year to Date

1 Year

 

 

 

CERS Multi Asset Fund

2.0%

3.0%

8.9%

CERS Bond Fund

1.7%

1.4%

-2.3%

CERS Cash Fund

-0.1%

-0.3%

-0.8 %

CERS Equity Fund

3.4%

4.9%

17.1%

CERS Property Fund

-0.1 %

1.1%

4.5%

CERS Alternative Asset Fund

0.4%

1.0%

1.2%


Investment Commentary


Provided by Appian Asset Management, CERS Investment Adviser

The global economic backdrop remains broadly supportive for financial markets.  

Leading indicators point to continued economic growth and interest rates remain low. We are likely to see a number of central banks look to reduce their quantitative easing policies such as buying bonds.

Interest rates, while we may see some uplift in the US, will remain lower for longer here in the  Eurozone.

Low interest rates and improving company profits are the main drivers of the rise in equity markets.

Bond markets struggle to find any clear direction in the near term given the absence of inflation.

While there are clear risks around issues such as North Korea, Brexit and Catalonia, to date they have had little impact on investor sentiment.

 

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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