Which New Zealand managed funds does Mercer (N.Z.) Limited manage?

Mercer (N.Z.) Limited is named as the licensed manager in the SIPO of 14 New Zealand retail managed funds, across 1 scheme. The full list, with the SIPO that states each one, is at https://managedfunds.nz/licensed-manager/mercer-nz/funds/. Only funds whose SIPO has been ingested are counted, so this is a floor.

Does Mercer (N.Z.) choose the investments in these funds?

Holding the FMA licence for a scheme is a distinct role from selecting the investments within it, and from custody and supervision. The SIPO names the licensed manager; the investment manager, custodian and supervisor may be other parties and are stated separately in the scheme documents.

Mercer (N.Z.)

Mercer (N.Z.) Limited

Mercer (N.Z.) Limited is named as the licensed manager in the Statement of Investment Policy and Objectives of 14 funds in our universe, across 1 scheme. Each row links to the SIPO that states it.

Fund	Brand	Asset class	SIPO
Mercer All Country Global Shares Index Fund	Mercer	International Equities	SIPO
Mercer Core Global Shares Fund	Mercer	International Equities	SIPO
Mercer Core Hedged Global Shares Fund	Mercer	International Equities	SIPO
Mercer Global Listed Infrastructure Fund	Mercer	Other	SIPO
Mercer Global Listed Real Estate Fund	Mercer	Listed Property	SIPO
Mercer Global Shares Fund	Mercer	International Equities	SIPO
Mercer Income Generator Fund	Mercer	Diversified	SIPO
Mercer Macquarie NZ Fixed Interest Fund	Mercer	NZ Fixed Interest	SIPO
Mercer Macquarie NZ Short Duration Fund	Mercer	NZ Fixed Interest	SIPO
Mercer NZ Shares Passive Fund	Mercer	Australasian Equities	SIPO
Mercer Responsible Balanced Fund	Mercer	Diversified	SIPO
Mercer Responsible Global Shares Fund	Mercer	International Equities	SIPO
Mercer Responsible Hedged Global Fixed Interest Index Fund	Mercer	International FI	SIPO
Mercer Responsible Trans-Tasman Shares Fund	Mercer	Australasian Equities	SIPO

Source: each scheme's Statement of Investment Policy and Objectives, lodged on the FMA Disclose register; most recent SIPO in this list dated 2026-03-22. Only funds whose SIPO we have ingested appear here, so this list is a floor rather than a complete record of the Mercer (N.Z.) range. Information only — not financial advice.