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:

 

Australian Equities

Mercer Macquarie Australian Shares Fund

 

Ethical Investment

Mercer Ethical Leaders Balanced Fund

Mercer Ethical Leaders Conservative Fund

Mercer Ethical Leaders Global Shares Fund

Mercer Ethical Leaders Growth Fund

Mercer Ethical Leaders NZ Shares Fund

 

Fixed Income and Cash

Mercer Macquarie Global Income Opportunities Fund

Mercer Macquarie NZ Fixed Interest Fund

Mercer Macquarie NZ Short Duration Fund

Mercer Ethical Leaders Hedged Global Fixed Interest Index Fund

Mercer Macquarie NZ Cash Fund

 

Global Equities

Mercer All Country Global Shares Index Fund

Mercer Core Global Shares Fund

Mercer Core Hedged Global Shares Fund

Mercer Emerging Markets Shares Fund

Mercer Global Shares Fund

 

Goals Based Funds

Mercer Macquarie Real Return Opportunities Fund

Mercer Income Generator Fund

 

Index Funds

Mercer All Country Global Shares Index Fund

Mercer Australian Property Index Fund

Mercer NZ Shares Passive Fund

Mercer Ethical Leaders Hedged Global Fixed Interest Index Fund

 

Listed Infrastructure

Mercer Macquarie Global Listed Infrastructure Fund

 

Listed Property

Mercer Macquarie Global Listed Real Estate Fund

Mercer Australian Property Index Fund

 

New Zealand Equities

Mercer NZ Shares Fund

Mercer NZ Shares Passive Fund