The content found on this page is designed solely for Financial Advisers licensed and operating under an Australian Financial Services License.
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.
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.
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.
Distributors should use the FSC data standards to report feedback to Mercer Investments (Australia) Limited via email to: Pacific.Investments@mercer.com