RESPONSIBLE AND SUSTAINABLE FUNDS

The resources below are provided in relation to the Responsible and Sustainable investment options in the Mercer Investment Funds.

The funds are labelled as “Responsible and Sustainable” given the use of Environmental, Social and Corporate Governance (ESG) Integration screens. The funds aim to exclude companies with material exposure to certain activities deemed inconsistent with responsible investment considerations as defined in the Mercer (N.Z.) Limited Sustainable Investment Policy.

Quarterly update

• Ethical Leaders update September 2024
• Ethical Leaders update June 2024
• Ethical Leaders update March 2024
• Ethical Leaders update December 2023

Portfolio holdings

The documents below are based on the September 2024 holdings:

• Mercer Sustainable Balanced Fund
• Mercer Responsible Global Shares Fund
• Mercer Responsible Hedged Global Fixed Interest Index Fund
• Mercer Responsible Trans-Tasman Shares Fund