Funds Overview - Multi-Manager Funds

FUNDS OVERVIEW

The Mercer Multi-Manager Funds are a set of single sector and diversified multi-manager funds that incorporate Mercer’s best ideas on asset allocation, investment manager selection, operational efficiency and sustainable investing.  The Funds enable investors to delegate some or all of their investment portfolio management to Mercer.

The Mercer Multi-Manager Funds are constructed and managed with the same expertise, investment beliefs, research, insights and the best of our thinking, ensuring a cohesive approach to formulating client advice and solutions.  Each fund comprises an optimal combination of highly rated, external managers that are hand-picked, appointed and monitored by our portfolio management professionals.

The Funds are designed for specific investment time horizons and aim to outperform single-manager funds through the entire business cycle, with lower volatility of returns.

The Mercer Multi-Manager Funds are ‘fully distributing unit trusts’ that have a minimum initial investment of $100,000.

Mercer also has a superannuation master trust, the Mercer Super Trust, and a pooled superannuation trust, the Mercer Super Investment Trust, which also invest in the Mercer Multi-Manager Funds.

The Mercer Multi-Manager Funds allow investors to select from a range of single sector and diversified funds to create a tailored portfolio.

SINGLE SECTOR FUNDS

Mercer’s range of single sector funds offer a diverse range of asset class building blocks with which to construct a unique portfolio tailored to your needs and objectives.

Our single sector funds cover a broad range of asset types, including:

  • Australian shares
  • International shares
  • Property and infrastructure
  • Alternatives
  • Fixed interest
  • Cash

DIVERSIFIED FUNDS

Mercer’s range of diversified funds offers access to:

  • A range of multi-sector funds targeting various levels of investment growth, based on different investment time horizons
  • A share fund that is diversified across both Australian and international equities
  • A multi-sector income-focused fund

Our diversified funds have ‘pre-mixed’ our single-sector funds, described above, into portfolios that target the investment objectives we know many investors are aiming for.