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FMA-registered Managed Investment Scheme

Mercer Investment Funds

Scheme number: SCH10307

Funds tracked
14
Brand manager
Mercer
Legal issuer
Mercer (n.z.) Limited
FMA Disclose register · SCH10307 OFR10322 — Mercer Investment Funds

Diversified Funds

Aggressive, growth, balanced and conservative one-stop funds.

2 funds
Mercer Income Generator Fund
PIE · capped at PIR (max 28%) income
Mercer Responsible Balanced Fund
PIE · capped at PIR (max 28%) Responsible / ethical balanced

Australasian Equities

NZ and Trans-Tasman shares — active, index and ETF wrappers.

2 funds
Mercer NZ Shares Passive Fund
PIE · capped at PIR (max 28%)
Mercer Responsible Trans-Tasman Shares Fund
PIE · capped at PIR (max 28%) Responsible / ethical

International Equities

Global, US, Europe, Asia, emerging markets and thematic.

5 funds
Mercer All Country Global Shares Index Fund
PIE · capped at PIR (max 28%)
Mercer Core Global Shares Fund
PIE · capped at PIR (max 28%)
Mercer Core Hedged Global Shares Fund
PIE · capped at PIR (max 28%) NZD hedged
Mercer Global Shares Fund
PIE · capped at PIR (max 28%)
Mercer Responsible Global Shares Fund
PIE · capped at PIR (max 28%) Responsible / ethical

New Zealand Fixed Interest

NZ government and corporate bonds.

2 funds
Mercer Macquarie NZ Fixed Interest Fund
PIE · capped at PIR (max 28%)
Mercer Macquarie NZ Short Duration Fund
PIE · capped at PIR (max 28%)

International Fixed Interest

Global aggregate, corporate and sovereign bonds.

1 fund
Mercer Responsible Hedged Global Fixed Interest Index Fund
PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical

Listed Property

NZ, Australian and global REITs.

1 fund
Mercer Global Listed Real Estate Fund
PIE · capped at PIR (max 28%)

Other

Infrastructure, Bitcoin and specialty income funds.

1 fund
Mercer Global Listed Infrastructure Fund
PIE · capped at PIR (max 28%)

About this scheme

  • A Managed Investment Scheme (MIS) is the legal vehicle defined under the Financial Markets Conduct Act 2013. Every NZ retail managed fund operates as part of a registered MIS.
  • The scheme is overseen by a licensed Supervisor (independent entity holding scheme assets in trust) and managed by the Manager (charging fees and making investment decisions).
  • The FMA Disclose register holds the scheme's PDS, SIPO, OMI, Quarterly Fund Updates and full-portfolio holdings disclosures — link above.
  • See the glossary entry for MIS for the full definition.

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