From 11.59pm on 3 March 2023, Mercer became the manager of Macquarie Asset Management Public Investments (NZ) Ltd’s (MAM) retail funds. The retail funds were renamed to the Mercer Investment Funds.
The Mercer Investment Funds is a managed investment scheme with 23 investment funds on offer as listed below (and separated into investment categories).
Mercer Ethical Leaders Diversified Funds:
Mercer Goals Based Funds:
Mercer Cash and Fixed Interest Funds:
Mercer New Zealand and Australian Shares Funds:
Mercer Global Shares Funds:
Mercer Property and Infrastructure Funds:
Mercer Index Funds:
From 11.59pm on 3 March 2023, Mercer also became the manager of Macquarie Asset Management Public Investments (NZ) Ltd’s (MAM) wholesale funds. The wholesale funds were renamed to the Mercer Wholesale Funds, and are open to wholesale investors only.
The Mercer Wholesale Funds are:
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.
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:
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:
Cash and fixed interest