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Managed portfolios

Managed portfolios provide professionally managed investment solutions designed to help advisers support clients with different investment objectives, risk profiles and portfolio preferences.

Mercer CoreSeries Portfolios

A range of portfolio options, supporting diverse needs and risk profiles. Underpinned by Marsh’s rigorous research and insights, we help financial advisers build more resilient portfolios aligned with your clients’ investment goals.

Mercer CoreSeries portfolios are built on a principles-based investment philosophy rooted in client objectives, strong governance, rewarded risks and value maximisation. With 75+ years of global investment expertise, we deliver rigorous portfolio solutions advisers can confidently offer their clients.  Our approach rests on four pillars:

  • Client objectives at the core
  • Strong governance and accountability
  • Rewarded risks and diversification
  • Value through disciplined execution

Our CoreSeries portfolios offers a range of ready-made managed portfolios, while tailored constructions are available for bespoke adviser investment implementation models – contact our team for more information.

The CoreSeries Portfolio range

Mercer CoreSeries offers a comprehensive range of professionally managed portfolios designed to meet diverse client needs. For access and platform availability, click here.

Actively managed diversified portfolios spanning six risk profiles:

  • High Growth for longer time horizons, maximum growth orientation
  • Growth for balanced growth with manager diversification
  • Balanced for mixed growth and defensive asset positioning
  • Moderate for conservative growth with lower volatility
  • Income for income focus with capital preservation
  • Defensive for a mix of growth and defensive asset classes

Cost-effective index-based solutions:

  • Five risk profiles: High Growth, Growth, Balanced, Moderate and Defensive
  • Broad diversification across equities, fixed interest, property and cash
  • Lower cost exposure to global markets

Two specialised solutions for retirees:

  • MRP60 – higher income focus and reduced market volatility, through a diversified mix of growth and defensive assets
  • MRP40 – focus on both income and reduced market volatility, through a diversified mix of growth and defensive assets

Product information and brochures

Download the Mercer CoreSeries brochures:

Mercer CoreSeries Active

Mercer CoreSeries Passive

Mercer CoreSeries Retirement Portfolios

Accessing the portfolios

Our managed portfolios are open to investors through a number of platforms. To see where you can access our managed portfolios, please click here.

Portfolio updates and reports

View the latest portfolio updates and quarterly reports.

Connect with us

Contact us to find out how we can help you with your investment needs.

Here are the best ways to reach us:

Email us at MercerAdviserSolutions@mercer.com or complete the contact us form.

FAQs

Managed portfolios are professionally managed investment solutions where investment decisions and portfolio management are handled by investment professionals. They provide advisers with portfolio options designed around different client objectives, risk profiles and investment preferences.

The Mercer CoreSeries range includes active, passive and retirement portfolios. These options provide different approaches to growth, income generation and investment risk.

Active portfolios are managed by investment professionals who make portfolio decisions based on research and market conditions. Passive portfolios aim to provide index-based exposure across different asset classes.

Managed portfolios may suit investors looking for professionally managed investment solutions. Suitability depends on each investor’s investment objectives, financial situation, investment timeframe and risk profile.

Advisers can access managed portfolios through a number of investment platforms. Access options may vary depending on the adviser’s requirements and platform availability.

Advisers can access available CoreSeries portfolio brochures, factsheets and supporting information to understand portfolio objectives, investment approaches and key details. 

Our managed portfolios are supported by governance processes, portfolio monitoring and ongoing reviews to help maintain alignment with investment objectives.

Our investment management teams oversee the development, governance and ongoing management of Mercer CoreSeries portfolios. The team applies research and portfolio oversight processes to support investment decisions.