Managed Funds
Our managed funds offer investors a choice between ready-made, diversified portfolios and single-asset building blocks, delivered through a mix of active, passive (index), and blended investment approaches.
Managed fund options for different investment needs
Our diverse range of managed funds is designed to meet the needs of many different investors. We offer both diversified multi-asset portfolios and individual single-sector funds across a range of asset classes. Investors can build a tailored portfolio using single-sector funds or choose a diversified portfolio with varying levels of exposure to growth assets to suit their personal investment strategy.
Our global research network is dedicated to identifying best in class investment managers in all asset classes. A dedicated team of investment professionals focuses on researching and rating fund managers. More detail on how we invest is set out in our Investment Philosophy.
Managed fund solutions to suit your needs
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Mercer Investment Funds
Retail funds offering both diversified and single-sector options across a range of asset classes and managers. -
Single Sector Portfolios
Wholesale, single-asset-class building blocks spanning public and private markets, with a mix of active and index strategies, including responsible investment options. -
Diversified Portfolios
Wholesale, pre-built multi-asset portfolios that suit risk appetites of different investors. The range includes active and index strategies, including responsible investment options.
Insights and research
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Explore our latest investment insights
Our research specialists around the world share the latest insights on market outlook and trends, portfolio strategies, alternative and private market investments and sustainable investing. -
Strategic research and insights
Become a member of the MercerInsight® Community today to get access to strategic research from hundreds of thought leaders around the world, including our own and third-party publishers. -
Asset manager research
MercerInsight®, built using Nasdaq’s powerful technology, is the home of our manager ratings and research, and data and analytics on a wide range of asset classes.
Introducing some of our team
Connect with us
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FAQs
We offer diversified multi-asset portfolios and single sector funds across a range of asset classes. The available options include active, passive (index) and blended investment approaches.
Diversified portfolios combine multiple asset classes in one ready-made fund. Single sector funds can be used as building blocks when creating a portfolio around specific needs and objectives.
Mercer Investment Trust New Zealand are wholesale funds open to individual and institutional investors through a range of platforms. The range includes diversified and single sector options.
The Mercer Investment Funds are retail funds and are open to individual investors through a number of platforms. Contact your financial adviser about investing. If you do not have a financial adviser and want to invest directly, the funds can be found on a number of sites, including Sharesies and InvestNow. The range includes diversified and single sector options.
They provide asset class building blocks across public and private markets. The range includes active and index strategies, as well as Responsible funds with additional exclusions to the core MITNZ range.
They are purpose-built funds designed for different investor risk appetites. They combine asset allocation, investment manager selection, operational efficiency and responsible investment options.
Responsible fund options are available within the MITNZ single sector and diversified ranges. These funds include additional exclusions to the core MITNZ range.
A dedicated team of investment professionals research and rate fund managers. We use our global reach to identify investment managers around the world.