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FUNDS OVERVIEW
Last updated: 28/08/2024
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 is a managed investment scheme. Mercer (N.Z.) Limited is a climate reporting entity (CRE) and is therefore required to publish annual climate-related disclosures for all registered managed investment schemes for which they act as manager. You can access the latest climate-related disclosures at crd-app.companiesoffice.govt.nz or at the link below:
The Mercer Investment Funds has 20 investment funds on offer as listed below (and separated into investment categories).
Mercer Ethical Leaders Diversified Funds:
- Mercer Ethical Leaders Balanced Fund
Mercer Goals Based Funds:
- Mercer Macquarie Real Return Opportunities Fund
- Mercer Income Generator Fund
Mercer Cash and Fixed Interest Funds:
- Mercer Macquarie NZ Cash Fund
- Mercer Macquarie NZ Fixed Interest Fund
- Mercer Macquarie NZ Short Duration Fund
- Mercer Global Income Opportunities Fund
Mercer New Zealand and Australian Shares Funds:
- Mercer Macquarie Australian Shares Fund
- Mercer Ethical Leaders NZ Shares Fund
Mercer Global Shares Funds:
- Mercer Global Shares Fund
- Mercer Ethical Leaders Global Shares Fund
- Mercer Core Global Shares Fund
- Mercer Core Hedged Global Shares Fund
- Mercer Emerging Markets Shares Fund
Mercer Property and Infrastructure Funds:
- Mercer Macquarie Global Listed Real Estate Fund
- Mercer Macquarie Global Listed Infrastructure Fund
Mercer 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
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, and are open to wholesale investors only.
The Mercer Wholesale Funds are:
- Mercer Global Index Shares Fund
- Mercer Hedged Global Index Shares Fund
MERCER INVESTMENT TRUSTS NEW ZEALAND
The Mercer Investment Trusts include both Diversified and Single Sector Portfolios. The Trusts enable investors to delegate some or all of their investment portfolio management to Mercer.
Each Portfolio comprises an optimal combination of highly rated, independent investment managers that are hand-picked by our Portfolio Management team.
DIVERSIFIED PORTFOLIOS
Mercer’s Diversified Portfolios offer access to a range of multi-sector strategies to accommodate a variety of risk and return profiles.
The Diversified Portfolios are built using the full range of our single sector building blocks to deliver superior risk-adjusted returns. Our Dynamic Asset Allocation overlay allows our Diversified Portfolios to flex in response to current market conditions, providing an additional source of return and risk reduction.
The Diversified Portfolios are:
- Mercer Conservative Portfolio
- Mercer Moderate Portfolio
- Mercer Balanced Portfolio
- Mercer Growth Portfolio
- Mercer High Growth Portfolio
- Mercer Shares Portfolio
- Mercer Socially Responsible Conservative Portfolio
- Mercer Socially Responsible Moderate Portfolio
- Mercer Socially Responsible Balanced Portfolio
- Mercer Socially Responsible Growth Portfolio
- Mercer Socially Responsible High Growth Portfolio
SINGLE SECTOR PORTFOLIOS
Mercer’s range of Single Sector Portfolios offer a diverse range of asset class building blocks with which to construct a unique portfolio tailored to your needs and objectives. Alternatively, you can select the building block(s) you need to complete your existing investment strategy.
The Single Sector Portfolios are:
Shares
- Mercer Trans-Tasman Shares Portfolio
- Mercer Socially Responsible Trans-Tasman Shares Portfolio
- Mercer New Zealand Shares Index Portfolio
- Mercer Socially Responsible Overseas Shares – Low Active Risk Portfolio
- Mercer Overseas Shares Plus Portfolio
- Mercer Socially Responsible Overseas Shares Portfolio
- Mercer Socially Responsible Overseas Shares Index Portfolio
- Mercer Overseas Small Companies Portfolio
- Mercer Emerging Markets Portfolio
- Mercer Overseas Shares Index Portfolio
- Mercer Overseas Shares Index Portfolio B
- Mercer Hedged Overseas Shares Plus Portfolio
- Mercer Socially Responsible Hedged Overseas Shares Index Portfolio
- Mercer Hedged Overseas Shares Index Portfolio
Real Assets
- Mercer Unlisted Property Portfolio
- Mercer Unlisted Infrastructure Portfolio
- Mercer Listed Property Portfolio
- Mercer Listed Infrastructure Portfolio
Alternatives
- Mercer Diversifying Alternative Strategies Portfolio
Cash and fixed interest
- Mercer New Zealand Sovereign Bond Portfolio
- Mercer Cash Portfolio
- Mercer Overseas Sovereign Bond Portfolio
- Mercer Overseas Sovereign Bond Index Portfolio
- Mercer Socially Responsible Global Aggregate Index Portfolio
- Mercer Socially Responsible Global Credit Portfolio
- Mercer Global Credit Portfolio
- Mercer Private Debt Portfolio
- Mercer Global Absolute Return Bond Portfolio
- Mercer Short Term Bond Portfolio