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Mercer Investment Funds

The Mercer Investment Funds is a managed investment scheme. Mercer (N.Z.) Limited is the manager of the funds. Diversified and single-sector options are offered across a range of asset classes and investment managers. 

Our funds

The Mercer Investment Funds are a range of retail investment funds covering major asset classes including equities, fixed interest, infrastructure, property, diversified funds, multi-manager and multi-asset funds.

Explore the investment funds on offer.

Mercer Investment Funds

Accessing the funds

The Mercer Investment Funds are retail funds open to individual investors through various investment platforms. Contact your financial adviser about investing. If you do not have a financial adviser and want to invest directly, the funds can be accessed on a number of platforms, including Sharesies and InvestNow.

Fund Updates and disclosures

Find Fund Updates from the past two years on this page. Earlier Fund Updates are available through the Disclose Register.
Fund updates and disclosures

Additional fund information

The latest buy/sell spreads and distributions for the funds:

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.

Sustainable Investments and Exclusions
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FAQs

The Mercer Investment Funds is a managed investment scheme. Mercer (N.Z.) Limited manages the funds, which individual investors can access through a number of investment platforms.

The range includes funds across cash and fixed interest, Trans-Tasman shares, global shares, property and infrastructure. 

Mercer Investment Funds are retail funds available to individual investors through various investment platforms.

You can speak with 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.

No. You can invest directly without advice through an available investment platform.

Fund Updates from the past two years are available on the fund updates and disclosures page. Earlier updates are available through the Disclose Register.

The additional fund information section provides links to the latest buy/sell spreads and fund distribution information.
See our Important Notices