Mercer US Small/Mid Cap Equity Fund Class I (MSCQX)

Overview

The fund is a dedicated investment vehicle focusing primarily on equity securities like common stock from small-to-medium capitalization U.S. companies. By adopting a core equity investment strategy, it aims to fulfill its investment objectives through a balanced approach, focusing on both growth and value-oriented equity securities. Ensuring a significant commitment to its focus area, the fund pledges at least 80% of its net assets—along with any borrowed funds for investment purposes—towards the equity securities of small-to-medium cap U.S. companies. This strategy highlights the fund's targeted approach towards investing in the potentially high-growth yet undervalued segment of the market.

Products and Services

• Equity Securities Investment

This service refers to the fund's primary activity of investing in equity securities, such as common stock, issued by small-to-medium capitalization U.S. companies. Equity securities represent ownership interest in a company, and investing in them is a way for investors to potentially profit from the success of these companies. The fund aims to strategically select securities that present both growth and value, balancing the risk and potential return for its investors.

• Core Equity Investment Strategy

The core equity investment strategy signifies the fund's approach to achieving its investment objectives. By integrating both growth and value investing principles, the fund aims to create a well-rounded portfolio that seeks capital appreciation while managing investment risk. Growth investing focuses on companies that exhibit potential for above-average growth, whereas value investing targets undervalued companies that investors believe are trading for less than their intrinsic values. This dual approach diversifies the investment risk and capitalizes on different market conditions.