The Mercer Funds can be invested in directly, by completing an Application Form found in the ‘Fund Facts’ pages – ‘Documents’ tab or through some Investor Directed Portfolio Services or IDPS-like schemes (‘Platform’).
To invest via a Platform, contact a Mercer Financial Adviser on 1300 850 580.
You can invest directly into one or more of the Mercer Funds, with a minimum initial investment of $100,000. Application details are set out in the relevant Product Disclosure Statement(s).
Additional investments can be made to your existing assets utilising the Additional Investment Form.
Access these forms within the ‘Fund Facts’ pages – ‘Documents’ tab.
Mercer offer a superannuation master trust, the Mercer Super Trust and a pooled superannuation trust, the Mercer Super Investment Trust. You can invest in the Mercer Funds through these products.
Click these links for further details: