Diversified funds

FUND UPDATES

Here you can find the last two years of fund updates. Previous fund updates are available at https://www.disclose-register.companiesoffice.govt.nz/.

Fund types:

 

Cash and Fixed Interest Funds

Mercer NZ Cash Fund

Mercer NZ Fixed Interest Fund

Mercer Macquarie NZ Short Duration Fund

Note: The Manager has decided to close and wind up the Mercer Macquarie NZ Short Duration Fund. This Fund will be terminated effective 26 August 2026.

Mercer Responsible Hedged Global Fixed Interest Index Fund

Mercer Macquarie Global Income Opportunities Fund

Note: The Mercer Macquarie Global Income Opportunities Fund was closed on 24 September 2025

 

Mercer Multi-Asset-Class Funds


Mercer Responsible Balanced Fund

Mercer Income Generator Fund

Note: The Manager has decided to close and wind up the Mercer Income Generator Fund. This Fund will be terminated effective 26 August 2026. 

Mercer Ethical Leaders Conservative Fund

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

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 Responsible Global Shares Fund

Mercer All Country Global Shares Index Fund

Mercer Emerging Markets Shares Fund

Note: The Emerging Markets Shares Fund was closed on 13 February 2026

 

Goals Based Funds

Mercer Macquarie Real Return Opportunities Fund

Note: The Mercer Macquarie Real Return Opportunities Fund was closed on 15 December 2025.

 

Index Funds

Mercer Australian Property Index Fund

Note: The Mercer Australian Property Index Fund was closed on 13 February 2026.

 

New Zealand and Australian Shares Funds

Mercer Responsible Trans-Tasman Shares Fund

Mercer NZ Shares Passive Fund

Mercer Macquarie Australian Shares Fund

Note: The Mercer Macquarie Australian Shares Fund was closed on 28 November 2025.

 

Property and Infrastructure Funds

Mercer Global Listed Real Estate Fund

Mercer Global Listed Infrastructure Fund