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
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, and the Application, Additional Investment and Withdrawal Forms.
Distributor reporting
Distributors should use the FSC data standards to report feedback to Mercer Investments (Australia) Limited via email to: Pacific.Investments@mercer.com