PROPOSED CHANGE OF RESPONSIBLE ENTITY

 

Advance Asset Management Limited (‘AAML’) intends to retire as the Responsible Entity of the Advance Investment Funds, Mercer Indexed Funds, Mercer Multi-manager Funds and the Managed Portfolio Series Funds and appoint Mercer Investments (Australia) Limited (‘Mercer Investments’) as the new Responsible Entity.

The proposed retirement and appointment is expected to occur on or around 1 July 2024, subject to meeting certain conditions.

A communication is being sent via Australia Post to investors on 15 May 2024. Investors who invest via an investment service or platform should receive this communication from their Operator. 

For more information on the proposed change of Responsible Entity including a full list of the funds, please read the Important Notice.

 

If you have any questions

If you have any questions, please contact either your financial adviser (if you have one), or the Mercer Investor Contact Centre on 1300 728 928 Monday to Friday between 8.30am and 5.30pm (AEST/AEDT).

 

 



This website is designed for use by direct investors, those who invest in the Funds through an Investor Directed Portfolio Service or IDPS like scheme (Platform) and/or Financial Advisers. 
It provides access to the Product Disclosure Statements and product updates, Target Market Determinations, forms, fact sheets, unit prices, performance reports and other resources relating to the Funds offered by Mercer Investments (Australia) Limited (ABN 66 008 612 397, AFSL#244385) and Advance Asset Management Limited (ABN 98 002 538 329, AFSL#240902). Refer to the Terms of Use of this website for additional information.

Financial Services Guides

The Mercer Financial Services Guide provides you with important information about the financial products and services that Mercer Investments (Australia) Limited (ABN 66 008 612 397, AFSL#244385) provides. The Advance Asset Management Financial Services Guide provides you with important information about the financial products and services that Advance Asset Management Limited (ABN 98 002 538 329, AFSL#240902) provides. These documents are designed to assist investors in deciding whether to use any of the financial services or products described in these Financial Services Guides.