Scams and fraud alert
Mercer has been made aware of sophisticated scams from fraudulent persons acting as Mercer employees and representing a fake investment product. Scammers are constantly evolving their tactics, so staying vigilant and informed is crucial. Your safety matters to us so please read more on steps you can take to protect yourself from fraudsters and scammers.
MERCER FUNDS
Mercer is an established investment multi-manager in Australia and globally, with a strong history of partnering with institutional asset owners, financial advisers, endowments and foundations, and family offices to help them achieve their investment goals.
Our comprehensive suite includes:
- Mercer Funds
- Advance Investment Funds
- Mercer Indexed Funds (formerly the BT Index Funds)
- Mercer Multi-manager Funds (formerly the BT Multi-manager Funds)
- Managed Portfolio Series Funds
The funds listed above are collectively referred to as ‘the Funds’.
For advice professionals and Investors
To access the Product Disclosure Statements (PDSs) and product updates, Target Market Determinations, forms, fact sheets, unit prices, performance reports and other resources to help you consider whether our Funds are suitable please see links below:
Important information for 30 June 2023
Distribution information for each Fund, can be accessed via the following links (select the ‘Price’ tab in the Fund table and then select the ‘Download tool’ for the relevant fund).
You can also find some additional information regarding 30 June 2023 distributions here.
Are you a BT member, Westpac Group Super member, adviser or employer, joining Mercer Super?
Please click here to go to the Mercer Super site.
This website is designed for use by direct investors, those who invest in the Funds through an Investor Directed Portfolio Service or IDPS like scheme (Platform) and/or Financial Advisers. It provides access to the Product Disclosure Statements and product updates, Target Market Determinations, forms, fact sheets, unit prices, performance reports and other resources relating to the Funds offered by Mercer Investments (Australia) Limited (ABN 66 008 612 397, AFSL#244385) and Advance Asset Management Limited (ABN 98 002 538 329, AFSL#240902). Refer to the Terms of Use of this website for additional information.
Financial Services Guides
The Mercer Financial Services Guide provides you with important information about the financial products and services that Mercer Investments (Australia) Limited (ABN 66 008 612 397, AFSL#244385) provides. The Advance Asset Management Financial Services Guide provides you with important information about the financial products and services that Advance Asset Management Limited (ABN 98 002 538 329, AFSL#240902) provides. These documents are designed to assist investors in deciding whether to use any of the financial services or products described in these Financial Services Guides.