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Diversified Portfolios

The Mercer Investment Trusts New Zealand (MITNZ) Diversified Portfolios are purpose-built, multi-sector portfolios that incorporate our best ideas on asset allocation, investment manager selection and operational efficiency. 

Our funds 

The MITNZ Diversified Portfolios provide access to a range of multi-sector strategies to accommodate a variety of risk and return profiles. The range includes active and index strategies, as well as Responsible funds that incorporate additional exclusions to those in the core MITNZ range. 

Developed from our full suite of single-sector building blocks, the Diversified Portfolios aim to deliver risk-adjusted returns. A Dynamic Asset Allocation overlay allows the portfolios to adjust to changing market conditions, helping manage risk and providing an additional potential source of return. 

Explore the range of MITNZ Diversified Portfolios.

MITNZ Diversified Portfolios

Accessing the funds

The MITNZ Diversified Portfolios are open to wholesale investors through the Information Memorandum. The Information Memorandum is available here.

Sustainable investment

We take our Sustainable Investment Policy into account when managing our investments, believing that sustainable investment approaches are consistent with an objective to create and preserve long-term investment capital, where relevant and aligned with achieving investment objectives. The policy is informed by our global philosophy and principles, and our local experience implementing and evolving our sustainable investment approach for over a decade.

Further information on our Sustainable Investment Policy and Exclusions/Exclusions Criteria can be found here.

Connect with us

Discuss how MITNZ Diversified Portfolios may fit within your investment strategy.
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FAQs

They are purpose-built, multi-sector investment portfolios. They combine our approach to asset allocation, investment manager selection, operational efficiency and include responsible investment options.

The portfolios are open to investment by wholesale investors. Information about accessing the funds is available in the MITNZ Information Memorandum.

The range includes active and index strategies. It also includes Responsible funds that apply additional exclusions to those in the core MITNZ range.

The MITNZ Diversified Portfolios cover a range of risk and return profiles. This allows investors to review portfolio options that align with different investment objectives and risk preferences.

Each diversified portfolio uses our single-sector building blocks. These are combined to create multi-sector investment strategies.

Dynamic Asset Allocation is an overlay that allows the portfolios to adjust in response to current market conditions. It is intended to provide another source of return and support risk management.