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Managed funds

Our single sector and diversified managed funds combine our best ideas on asset allocation, manager selection, and operational efficiency. Investors can tailor a portfolio by blending our single sector funds, or selecting a diversified fund that targets their investment objectives, timeframe and risk profile.

Investment solutions

Our comprehensive range of managed funds is designed to meet the needs of a diverse range of investors. We offer both diversified multi-asset class funds and individual single sector funds across a range of asset classes. Investors can build a tailored portfolio using our single sector funds or choose a diversified fund with varying levels of exposure to growth assets to suit their investment strategy and risk profile.

Our Financial Services Guide is designed to help you understand who Mercer Investment (Australia) Limited is, what we do, how we work; and to help you decide whether to use the services offered by us.

Fund information

  • Single sector funds

    Our single sector funds offer a diverse range of asset class building blocks to construct a unique portfolio tailored to investors’ needs and objectives.

  • Diversified funds

    Our diversified funds provide access to a mix of asset classes and underlying investment managers within a single fund, offering ready-made options designed to suit different investment objectives, risk profiles and time horizons.

  • Funds closed to new investors

    Closed funds are no longer open to new investors but existing investors may continue to make additional investments to, and withdrawals from, the closed funds.

Distribution information

The funds distribute on a monthly, quarterly, half-yearly or annual basis. Distribution information for each fund, including the distribution tax components for the funds, can be found on the distribution information page.

Historical fund updates

For historical fund updates, please click here and then select the relevant fund category.

Other information

  • Accessing the funds

    There are a number of ways to invest in our managed funds. To see where you can access the funds, please click here:

  • Comprehensive manager list

    To see the full list of legal names of underlying third-party investment managers selected by Mercer Investments (Australia) Limited to manage assets for our funds, please click here:

Environmental, Social and Governance (ESG) considerations

To understand more about how ESG considerations are incorporated into the funds’ investment processes, please refer to the relevant Product Disclosure Statement and the ESG considerations section of the Additional Information Booklet. Both documents are available under the ‘documents’ tab on either the single sector funds or diversified funds pages depending on the fund.

Stewardship

For more on our approach to engagement and voting, please refer to the Stewardship Policy. For information on the proxy voting history for our funds in Australia, please refer to the Proxy Voting Search site. This information is updated semi-annually and shows data for the prior 12 months. Please select ‘Australia’ from the regions drop down menu.

Modern Slavery

The Pacific region’s Modern Slavery Statement includes information about investments and our approach to modern slavery for our funds in Australia.

If you would like more information about our policies, investment approach to climate change or modern slavery, or annual reporting, please contact your local Marsh representative.

Contact us

If you have any questions regarding your managed fund investments, please contact the Investor Contact Centre.

Here are the best ways to reach us:

Call 1300 728 928 Monday to Friday 8.30am to 5.30pm (AEST/AEDT) or email us at  MarshInvestorHelp@unitregistry.com.au.

If you have a complaint

If you have a complaint, you can call us on 1300 728 928 or email us at MarshInvestorHelp@unitregistry.com.au. We will acknowledge receipt of each complaint within one business day or as soon as possible after receiving the complaint.

Please see our Complaints Management Procedure for more information, including how complaints will be handled, applicable time limits and how to contact the Australian Financial Complaints Authority if your complaint is not resolved.

Distributor reporting

Distributors should use the Financial Services Council data standards to report feedback to us via email to: 
Pacific.Investments@mercer.com

Login

  • Investor login

    If you are an investor in one of more of our managed funds you can access Investor Online.

  • Adviser login

    If you are an adviser with clients invested in our managed funds you can access Adviser Online.
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FAQs    

Managed funds pool money from multiple investors, which is then invested according to a defined investment strategy. Investors can choose funds based on their objectives, risk preferences and investment timeframe.

We offer single sector funds and diversified funds. Investors can select individual funds or combine options to create a portfolio aligned with their investment objectives.

Diversified funds invest across multiple asset classes, such as shares, property, infrastructure, alternatives, fixed interest and cash, to provide exposure to different areas of the market.

Single sector funds focus on a specific asset class or investment area and can be used as building blocks when creating a portfolio around specific needs and objectives.

Yes. We provide investment solutions and support for financial advisers, including managed funds, managed portfolios and individually managed accounts for eligible clients.

Advisers with clients invested in our funds can access Adviser Online for relevant fund information and services.

Fund distributions may occur monthly, quarterly, half-yearly or annually depending on the fund. Investors can review distribution information for specific fund details.

Fund updates, disclosures and supporting documents are available through the relevant fund information pages.

We consider ESG factors as part of its investment processes. Further information is available in relevant funds' PDS and Booklet.

Investors can access information through the online investor portal or through their financial adviser, depending on their investment arrangement.

Investors can contact our funds team for assistance with managed fund enquiries, account information and general support.
Call 1300 728 928 Monday to Friday 8.30am to 5.30pm (AEST/AEDT) or email us at MarshInvestorHelp@unitregistry.com.au.