Financial Advisers
Investment solutions to suit your needs
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Managed portfolios
A range of managed portfolios, from bespoke solutions to ready-made options, covering the needs of a wide range of investors and risk profiles, supported by Mercer’s comprehensive reporting and research. -
Mercer Individually Managed Accounts
Mercer Private Portfolios helps advisers and their wholesale clients develop an individual portfolio based on their clients’ own specific needs, backed by professional oversight. -
Mercer Funds
We offer a comprehensive series of Single Sector and Diversified Funds that incorporate our best ideas on asset allocation, investment manager selection and operational efficiency.
Mercer Super solutions for your clients
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Mercer Super
Explore a range of super and pension solutions designed to help your clients thrive in retirement. -
Mercer Retirement Income Simulator
Our retirement calculator helps you track projections and see how contributions impact your clients’ retirement amounts. -
Important forms
Access key forms to help you manage your clients and your business.
Mercer insights and research
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Explore our latest investment insights
Our research specialists locally and around the world share the latest insights on market outlooks and trends. -
Strategic research and insights
Become a member of the MercerInsight® Community today to get access to strategic research from hundreds of thought leaders around the world, including Mercer and third-party publishers. -
Asset manager research
MercerInsight®, in partnership with eVestment, provides data, analytics, and research on asset managers and investment strategies across public and private markets.
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IMPORTANT NOTICES
This information has been prepared by Mercer Investments (Australia) Limited ABN 66 008 612 397 AFSL 244385 (‘MIAL’). MIAL is the responsible entity or trustee and issuer of interests in the single sector and diversified funds (‘Mercer Fund(s)’) mentioned on mercer.com.au/mercerfunds (‘this website’). The Mercer Funds are managed investment schemes as defined under the Corporations Act (Cth) 2001. MIAL is a wholly owned subsidiary of Mercer (Australia) Pty Ltd ABN 32 005 315 917 (‘Mercer Australia’). ‘MERCER’ is an Australian registered trademark of Mercer Australia.
References to ‘Mercer’ shall be construed to include Marsh & McLennan Companies, Inc. and/or its associated companies.
This website contains proprietary information of Mercer and its content may not be modified, reproduced or sold, in whole or in part, to any other person or entity, without Mercer’s prior written permission.
The findings, ratings and/or opinions expressed on this website are the intellectual property of Mercer and are subject to change without notice. Past performance does not guarantee future results.
Information on this website may have been contributed or obtained by third parties. It is believed to be accurate as at the date of compilation and is provided in good faith without independent verification.
Although reasonable care has been taken, Mercer makes no representation or warranty as to the accuracy or completion of the information presented and takes no responsibility or liability (including for indirect, consequential or incidental damages), for any error, omission or inaccuracy.
The information contained on this website is general in nature only. It does not constitute advice, an offer of financial products or services, or an offer or representation on behalf of Mercer. It does not take into account your objectives, financial situation or needs. You should consider whether the information is suitable for your circumstances and seek professional advice.
Before deciding whether to acquire, dispose or hold, units in any Mercer Fund(s), you should refer to the relevant and current Mercer Fund’s offer documents (including product disclosure statement and target market determination) which, together with other relevant information, are available on this website or by calling us on 1300 728 928.
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