Historical fund updates
Access historical fund updates.
Historical fund updates
For historical fund updates please click on the relevant fund category below.
2026
2025
2026
2025
2026
2025
2026
2025
Funds closed to new investors
The following funds are closed to new investors and no longer have a current product disclosure statement (PDS) available:
Advance Investment Funds (Retail Units)
Existing investors may continue to make additional investments to, and withdrawals from, the funds and should refer to the important information notice for current information about the funds.
FAQs
Fund updates provide investors with information about changes affecting the managed funds. These may include updates to investment managers, fees and costs, investment strategies, fund names and other important notices.
You can access historical fund updates on this page by selecting the relevant fund category.
Updates may include changes to investment managers, buy and sell spreads, fees and costs, investment strategies, fund closures and other important fund information.
Fund updates are published when there are important changes or announcements relating to a fund. Historical notices are available by fund category and year.
A Product Disclosure Statement provides important information about a financial product, including its features, benefits, risks, fees and other relevant details.
Existing investors should refer to the relevant important information notice for details about available options relating to closed funds.
Historical product updates are available across several categories, including Advance Investment Funds, Mercer Funds, Mercer Indexed Funds and Managed Portfolio Series Funds.
Distribution information is available through the separate fund distribution information page, which provides access to distribution-related information and notices.
Information is available for funds that are closed to new investors and no longer have a current Product Disclosure Statement (PDS) available. Existing investors should refer to the relevant important information notice for current information about these funds.