ACCESSING THE FUNDS

MERCER INVESTMENT FUNDS

From 11.59pm on 3 March 2023, Mercer became the manager of Macquarie Asset Management Public Investments (NZ) Ltd’s (MAM) retail funds. The retail funds were renamed to the Mercer Investment Funds.

The Mercer Investment Funds 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. 

MERCER WHOLESALE FUNDS

From 11.59pm on 3 March 2023, Mercer also became the manager of Macquarie Asset Management Public Investments (NZ) Ltd’s (MAM) wholesale funds. The wholesale funds were renamed to the Mercer Wholesale Funds.

The Mercer Wholesale Funds are for use by wholesale investors only and are not offered to personal investors.

Interested in finding out more about the Mercer Wholesale Funds? Please reach out to Brian Kearney, +64 21 278 0993.

MERCER INVESTMENT TRUSTS NEW ZEALAND

The Mercer Investment Trusts are open to investment by wholesale investors through the Information Memorandum. The Information Memorandum is available here.

PERSONAL INVESTORS

Personal investors can invest in the Mercer funds through the Mercer KiwiSaver scheme, Mercer FlexiSaver and the Mercer Super Trust (a multi-employer master trust). Visit the Mercer Financial Services website for specific product information.