Advisers Resources
The content found on this page is designed solely for Financial Advisers licensed and operating under an Australian Financial Services License.
Standard Paragraphs for a Financial Plan
This document provides standard paragraphs that a financial adviser may wish to copy and utilise within a Statement of Advice documents (or similar) when recommending the Mercer Funds for use by their clients.
Underlying Investment Manager List
This document provides a summary of the investment managers appointed to the Mercer Funds. It includes recent manager changes, full manager lists for each strategy alongside their strategic weight, an indication of the managers stated investment style and a description of their strategy.
Fund Profiles
Fund Profiles for each of the Mercer Funds can be located in the ‘Fund Info’ tab, via the following links:
Product Disclosure Statements
& Forms
Product Disclosure Statements (‘PDS’), Application and Withdrawal Forms, alongside other key fund documentation for each of the Mercer Funds, such as PDS and product updates, can be located within the ‘Fund Facts’ pages – ‘Documents’ tab.