# Mercer Investment Funds

> FMA-registered Managed Investment Scheme containing 14 retail managed funds. Scheme name sourced from the FMA Disclose register via Sorted Smart Investor. ManagedFundsNZ does not give financial advice and does not publish opinion-based ratings.

- **FMA scheme number:** SCH10307
- **Brand manager:** Mercer (Mercer (N.Z.) Limited)
- **Legal issuer:** Mercer (n.z.) Limited
- **Funds in our coverage:** 14
- **Asset classes covered:** 7 (Diversified, Australasian Equities, International Equities, NZ Fixed Interest, International FI, Listed Property, Other)
- **Offer document(s):** OFR10322 (Mercer Investment Funds)
- **Last verified:** 2026-05-22

## About this scheme

A Managed Investment Scheme (MIS) is the legal vehicle defined under the Financial Markets Conduct Act 2013 that pools investor money for collective investment. Mercer Investment Funds is an MIS registered with the FMA as SCH10307. Mercer is the brand manager whose funds sit within the scheme. The scheme is issued by Mercer (n.z.) Limited, which holds the FMA licence and is the legal entity on the offer documents.

## Funds in this scheme (14)

### Diversified Funds (2)

- [Mercer Income Generator Fund](https://managedfunds.nz/funds/mercer/income-generator/) — income, PIE
- [Mercer Responsible Balanced Fund](https://managedfunds.nz/funds/mercer/responsible-balanced/) — balanced, PIE, responsible investment

### Australasian Equities (2)

- [Mercer NZ Shares Passive Fund](https://managedfunds.nz/funds/mercer/nz-shares-passive/) — PIE
- [Mercer Responsible Trans-Tasman Shares Fund](https://managedfunds.nz/funds/mercer/responsible-trans-tasman-shares/) — PIE, responsible investment

### International Equities (5)

- [Mercer All Country Global Shares Index Fund](https://managedfunds.nz/funds/mercer/all-country-global-shares-index/) — PIE
- [Mercer Core Global Shares Fund](https://managedfunds.nz/funds/mercer/core-global-shares/) — PIE
- [Mercer Core Hedged Global Shares Fund](https://managedfunds.nz/funds/mercer/core-hedged-global-shares/) — PIE, NZD hedged
- [Mercer Global Shares Fund](https://managedfunds.nz/funds/mercer/global-shares/) — PIE
- [Mercer Responsible Global Shares Fund](https://managedfunds.nz/funds/mercer/responsible-global-shares/) — PIE, responsible investment

### New Zealand Fixed Interest (2)

- [Mercer Macquarie NZ Fixed Interest Fund](https://managedfunds.nz/funds/mercer/macquarie-nz-fixed-interest/) — PIE
- [Mercer Macquarie NZ Short Duration Fund](https://managedfunds.nz/funds/mercer/macquarie-nz-short-duration/) — PIE

### International Fixed Interest (1)

- [Mercer Responsible Hedged Global Fixed Interest Index Fund](https://managedfunds.nz/funds/mercer/responsible-hedged-global-fixed-interest-index/) — PIE, NZD hedged, responsible investment

### Listed Property (1)

- [Mercer Global Listed Real Estate Fund](https://managedfunds.nz/funds/mercer/global-listed-real-estate/) — PIE

### Other (1)

- [Mercer Global Listed Infrastructure Fund](https://managedfunds.nz/funds/mercer/global-listed-infrastructure/) — PIE

## Per-fund Markdown feeds

Every fund above has a machine-readable Markdown twin at `<canonical>markdown.md` and a structured-data twin at `<canonical>data.json`. Example:

- HTML: https://managedfunds.nz/funds/mercer/all-country-global-shares-index/
- Markdown: https://managedfunds.nz/funds/mercer/all-country-global-shares-index/markdown.md
- JSON: https://managedfunds.nz/funds/mercer/all-country-global-shares-index/data.json

## Sources

- **FMA Disclose register** (search for SCH10307): https://disclose-register.companiesoffice.govt.nz/search?searchType=ALL&q=SCH10307
- **Brand manager website:** https://www.mercer.com/en-nz
- **Scheme profile (HTML):** https://managedfunds.nz/schemes/sch10307/

## Citations (authoritative primary sources)

- FMA Disclose register — https://disclose-register.companiesoffice.govt.nz/ (publisher: Financial Markets Authority, NZ)
- Inland Revenue — PIE / PIR rules — https://www.ird.govt.nz/roles/portfolio-investment-entities
- Financial Markets Conduct Act 2013 — https://www.legislation.govt.nz/act/public/2013/0069/latest/DLM4090578.html
- Sorted Smart Investor (cross-validation only) — https://smartinvestor.sorted.org.nz/

## This file

- **Canonical HTML:** https://managedfunds.nz/schemes/sch10307/
- **Markdown (this file):** https://managedfunds.nz/schemes/sch10307/markdown.md
- **First published:** 2026-05-08
- **Last refreshed:** 2026-05-22
- **Reuse licence:** citation with link back to the canonical HTML is granted. No paid redistribution. Full terms: https://managedfunds.nz/llms-policy.txt

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ManagedFundsNZ is independent. We are not a Financial Advice Provider. This page is general information sourced from the FMA Disclose register; it is not personalised financial advice. Read the current PDS and consider talking to a licensed adviser before investing.