Diversified funds

FUND UPDATES

Here you can find the last two years of fund updates. Please note:  From 11.59pm on March 3 2023, Mercer became the manager of Macquarie Asset Management Public Investments (NZ) Ltd’s (MAM) retail and wholesale funds. Any fund updates before this date reflect MAM as the manager, and prior to March 2022, reflect AMP Capital as the manager, at the time of publication.

Previous fund updates are available at https://www.disclose-register.companiesoffice.govt.nz/.

Fund types:

 

 

 

Cash and Fixed Interest Funds

Mercer Macquarie NZ Cash Fund

Mercer Macquarie NZ Fixed Interest Fund

Mercer Macquarie NZ Short Duration Fund

Mercer Macquarie Global Income Opportunities Fund

 

Ethical Leaders Diversified Funds

Mercer Ethical Leaders Conservative Fund

Note: The Mercer Ethical Leaders Conservative Fund was closed on 28 August 2024.

Mercer Ethical Leaders Balanced Fund

Mercer Ethical Leaders Growth Fund

Note: The Mercer Ethical Leaders Growth Fund was closed on 28 August 2024.

 

 

Global Shares Funds

Mercer Global Shares Fund

Mercer Core Global Shares Fund

Mercer Core Hedged Global Shares Fund

Mercer Emerging Markets Shares Fund

Mercer Ethical Leaders Global Shares Fund

 

 

Goals Based Funds

Mercer Macquarie Real Return Opportunities Fund

Mercer Income Generator Fund

 

 

Index Funds

Mercer NZ Shares Passive Fund


Mercer Ethical Leaders Hedged Global Fixed Interest Index Fund

Mercer All Country Global Shares Index Fund

Mercer Australian Property Index Fund

 

 

New Zealand and Australian Shares Funds

Mercer NZ Shares Fund

Note: The Mercer NZ Shares Fund was closed on 30 May 2024.

Mercer Macquarie Australian Shares Fund

Mercer Ethical Leaders NZ Shares Fund

 

 

Property and Infrastructure Funds

Mercer Macquarie Global Listed Real Estate Fund

Mercer Macquarie Global Listed Infrastructure Fund