Funds Overview - Multi-Manager Funds
Funds Overview - Multi-Manager Funds

FUNDS OVERVIEW

The Mercer Funds are a series of single sector and diversified (multi-asset) 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 management to Mercer. The Mercer Funds are ‘fully distributing unit trusts’ that generally have a minimum initial investment of $100,000.

The Mercer 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 invests via highly rated, external investment managers that are hand-picked, appointed and monitored by our investment management professionals.

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

SINGLE SECTOR FUNDS

Our 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
  • Fixed interest
  • Cash

The single sector funds are typically multi-manager funds, with the exception of the passively-managed (i.e. index tracking) funds or other funds where a single manager is considered appropriate.  

 

DIVERSIFIED FUNDS

Our range of diversified (multi-asset) funds offer access to:

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

Our diversified funds invest in a blend of our single-sector funds, described above, to target the investment objectives we know many investors are aiming for. They are multi-manager and multi-asset funds, with a mix of management styles. 

 

Other solutions 

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 Funds.