Advisers Resources

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 Multi-Manager Funds for use by their clients.

Underlying Investment Manager List

This document provides a summary of the investment managers appointed to the Mercer Multi-Manager Funds as at the date stated within the document. 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 Multi-Manager Funds can be located within the Fund Fact pages.
Diversified Funds – Fund Facts 
Single Sector Funds – Fund Facts

Product Disclosure Statements
& Forms

Product Disclosure Statements, Application and Withdrawal Forms, alongside other key fund documentation for each of the Mercer Multi-Manager Funds can be located within the Fund Fact pages.
Diversified Funds – Fund Facts 
Single Sector Funds – Fund Facts

Phone
Hotline: 1300 728 928








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