Funds Overview - Multi-Manager Funds

FUNDS OVERVIEW

Last updated: 1 December 2025

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:

Mercer NZ Climate Statement

The Mercer Investment Funds has the investment funds on offer as listed below (and separated into investment categories).

Mercer Responsible Fund:

  • Mercer Responsible Balanced Fund

Mercer Goals Based Funds:

  • Mercer Macquarie Real Return Opportunities Fund1
  • 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 New Zealand and Australian Shares Funds:

  • Mercer Responsible Trans-Tasman Shares Fund

Mercer Global Shares Funds:

  • Mercer Global Shares Fund
  • Mercer Responsible 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 Global Listed Real Estate Fund
  • Mercer Global Listed Infrastructure Fund

Mercer Index Funds:

  • Mercer NZ Shares Passive Fund
  • Mercer Responsible Hedged Global Fixed Interest Index Fund
  • Mercer All Country Global Shares Index Fund
  • Mercer Australian Property Index Fund
     

1This fund will be terminated effective 15 December 2025 and is closed to new investors with effect from 18 November 2025.

MERCER WHOLESALE FUNDS

 

Mercer Wholesale Funds 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 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 Responsible Conservative Portfolio
  • Mercer Responsible Moderate Portfolio
  • Mercer Responsible Balanced Portfolio
  • Mercer Responsible Growth Portfolio
  • Mercer 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 Responsible Trans-Tasman Shares Portfolio
  •   Mercer New Zealand Shares Index Portfolio
  •   Mercer Overseas Shares Portfolio
  •   Mercer Responsible Overseas Shares Portfolio
  •   Mercer Responsible Overseas Shares Index Portfolio
  •   Mercer Emerging Markets Portfolio
  •   Mercer Overseas Shares Index Portfolio
  •   Mercer Hedged Overseas Shares Portfolio
  •   Mercer 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

Cash and fixed interest

  • Mercer New Zealand Sovereign Bond Portfolio
  • Mercer Cash Portfolio
  • Mercer New Zealand Fixed Interest Portfolio
  • Mercer Overseas Sovereign Bond Portfolio
  • Mercer Overseas Sovereign Bond Index Portfolio
  • Mercer Responsible Global Aggregate Index Portfolio
  • Mercer Sustainable Global Credit Portfolio
  • Mercer Global Credit Portfolio
  • Mercer Private Debt Portfolio
  • Mercer Short Term Bond Portfolio