Insights is designed to provide updates on topical investment issues and latest developments within Mercer’s multi-manager funds and investment options, as well as a historical record for future reference. The ‘insights’ are generally published quarterly to accompany the Mercer Multi-Manager Fund (MMF) and Mercer Super Investment Trust (MSIT) quarterly reports.
Sovereign Debt Crisis There's no need to adopt a siege mentality with sovereign bonds because of the eurozone sovereign debt crisis. Sovereign bonds have continued to provide a safe haven in volatile times. |
Investing in commodities Commodities can play an important and beneficial role in a diversified portfolio and 'round out' a portfolio's exposure to real assets. |
The future of multi-manager investing This article examines how the current suite of MMFs were developed to deal with issues facing investors in the post-GFC world. |
GFC over? Where to now? The All Ordinaries Index recorded its worst day since the October 1987 crash on 10 October 2008. A year later, we considered whether the GFC had run its course. |
Insights archive
Navigating through turbulent times
What was it like navigating through the GFC? This article highlights some of the initiatives adpoted by Mercer to help investors ease the pain.
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Positioning for the future
A prelude to the development of the new suite of funds launched in January 2010.
Manager change process
A look at how Mercer undertakes manager changes, focussing on the process used in the latter half of 2008 to refresh the manager line up for the overseas shares sector.
In the midst of the financial crisis
Fears of a 1930s-style depression were unfounded according to this article, which provided an update on the GFC from the perspective of the third quarter of 2008.
“MERCER” is a registered trademark of Mercer (Australia) Pty Ltd (Mercer) ABN 32 005 315 917 which prepared this Document and the Report as a corporate authorised representative #260851 of, and on behalf of, Mercer Investment Nominees Limited (MINL) ABN 79 004 717 533, Australian Financial Services Licence #235906, the Responsible Entity of the Mercer Multi-Manager Funds (MMF). MINL is a wholly owned subsidiary of Mercer. Mercer has been appointed by MINL as fund manager of the MMF. Investors should be aware that the value of an investment in any MMF may rise and fall from time to time and that neither MINL nor Mercer guarantees the investment performance, earnings or return of capital invested in any MMF. If you are investing directly into any MMF, you will need to complete an application form included in, or accompanying a current Mercer Multi-Manager Funds Product Disclosure Statement which is issued by and available from MINL. If you are investing indirectly into an MMF through an Investor Director Portfolio Service (IDPS) or an IDPS-like service (such as a master trust, wrap account, custody or nominees service) (Service) you will need to complete the forms or documents your Service provider requires. The information contained in this Document and the Report includes general financial product advice which does not take into account the personal objectives, financial situation or needs of individual investors. It is important that you consider these matters, read the: (a) current MMF Product Disclosure Document if you are investing directly; or (b) current Product Disclosure Statement for any MMF, issued by MINL, together with the Product Disclosure Statement and/or any other offer documents applicable to your Service (available from your Service provider) if you are investing indirectly into an MMF through a Service, and obtain personal financial advice from a licensed, or appropriately, authorised financial adviser. The investment returns shown for any MMF throughout this Document and the Report do not take into account the unique characteristics that apply to each investor (such as timing of cash flow). As a result, the actual investment returns applying to a particular investor may differ from the investment returns shown in this Document and the Report. You should also remember that past performance should not be relied upon as an indicator of future performance. |
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