ETHICAL LEADERS FUNDS

The resources below are provided in relation to the Ethical Leaders investment options in the Mercer Investment Funds (previously managed by Macquarie Asset Management Public Investments (NZ) Ltd).

The funds are labelled as “Ethical Leaders” 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 December 2023
• Ethical Leaders update September 2023
• Ethical Leaders update June 2023

Portfolio holdings

The documents below are based on the September 2023 holdings:

• Mercer Ethical Leaders Balanced Fund holdings
• Mercer Ethical Leaders Global Shares Fund holdings
• Mercer Ethical Leaders Growth Fund holdings
• Mercer Ethical Leaders Hedged Global Fixed Interest Index Fund holdings
• Mercer Ethical Leaders NZ Shares Fund holdings
• Mercer Ethical Leaders Conservative Fund holdings