Portfolio updates for financial advisers
Stay up to date with the market review and portfolios insights.
Portfolio updates
For portfolio updates and notices, please see below:
FAQs
Mercer CoreSeries portfolio updates provide information about portfolio changes, investment reviews and manager updates for the Mercer CoreSeries range of managed accounts. They help investors and advisors stay informed about their selected investment options.
Reporting frequency depends on the portfolio and the type of update. New reports and notices are added when available.
Updates may include portfolio reviews, manager updates and other information relevant to CoreSeries investment options.
CoreSeries portfolios are distributed via selected platform menus rather than direct retail application. You can access a summary here.