Adviser Resources
The content found on this page is designed solely for financial advisers licensed and operating under an Australian Financial Services License.
Underlying Investment Manager List
For a summary of the investment managers appointed to the Funds please visit the Fund Facts page-documents. It includes recent investment manager changes, full investment manager lists for each strategy alongside their strategic weight and an indication of each investment manager’s stated investment style.
Fund Factsheets
Fund Factsheets for each of the Funds can be located in the ‘Fund Info’ tab, via the following links:
Product Disclosure Statements & Forms
Key Fund documentation is located within the ‘Fund Facts’ pages for the Single Sector and Diversified Funds. See the ‘Documents’ tab for each Fund’s Product Disclosure Statement, Target Market Determination, as well as Application, Additional Investment and Withdrawal Forms.
Distributor reporting
Distributors should use the Financial Services Council data standards to report feedback to us via email to:
Pacific.Investments@mercer.com