Funds Overview - Multi-Manager Funds

FUNDS OVERVIEW


The Mercer Investment Trusts include both Diversified and Single Sector Portfolios that incorporate Mercer’s best ideas on asset allocation, investment manager selection, operational efficiency and sustainable investing. 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 superior 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:

  • Conservative
  • Moderate
  • Balanced
  • Growth
  • High Growth
  • Shares
  • Real Assets

 

 

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

  • Trans-Tasman Shares
  • Overseas Shares (Hedged and Unhedged)
  • Overseas Shares Plus (Hedged and Unhedged)
  • Overseas Low Volatility
  • Overseas Small Companies
  • Emerging Markets

REAL ASSETS

  • Unlisted Property
  • Unlisted Infrastructure
  • Listed Property
  • Listed Infrastructure
  • Natural Resources

ALTERNATIVES

  • Alternative Assets

CASH AND FIXED INTEREST

  • New Zealand Sovereign Bonds
  • Overseas Sovereign Bonds
  • Global Credit
  • Overseas Fixed Income
  • Cash