InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. Mercer High Growth - Managed fund profile

Mercer High Growth - Managed Fund

Fund Objective
The Fund aims to achieve a return (before management costs) that exceeds CPI increases by at least 4.0% per annum over rolling ten year periods.
Fund Strategy
The Fund invests in a range of primarily growth oriented assets, including shares, real assets and alternatives. Diversification is achieved at the asset class, manager, country, sector and security levels, with a focus on operational efficiency and sustainability. International assets held by the Fund may be fully hedged, partially hedged, or unhedged for fluctuations in the Australian dollar against other currencies.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 1.97% 5.36% 7.1% 13.68% 13.03% 11.63% 10.11% 8.48%
Growth return 1.97% -1.76% -0.13% 5.43% 5.05% -0.45% -0.11% 0.46%
Income return 0% 7.12% 7.23% 8.25% 7.98% 12.08% 10.22% 8.02%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 2.21% 6.59% 8.29% 14.58% 15.23% 13.97% 11.61% 9.87%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Mercer High Growth
International Equities
100%
Australian Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
49.75%
Australian Equities
34.21%
Cash
2.42%
Property & Infrastructure
4.65%
Fixed Interest
5.34%
Alternatives
3.63%

General Information

Fund Details
Type Description
Mercer High Growth (Wholesale)
Mercer Investments (Australia) Limited
MIN0012AU
Multisector Aggressive
starstarstar (as at 31 Aug 2025)
Investment Fund
30 Nov 2004
$17.65 million (as at 18 Sep 2025)
$0.9999 (as at 18 Sep 2025)
$0.9975 (as at 18 Sep 2025)
Open
Offer information
Type Description
MER 1.27% (as at 1 Dec 2024)
Indirect Cost Ratio (ICR) 1.15% (as at 30 Jun 2024)
Performance fee (not included in ICR) Not Available
Minimum initial investment $500,000
Minimum additional investments $5,000.00
Minimum redemption amount

FAQs about the Mercer High Growth

The objective of the Mercer High Growth managed fund is The Fund aims to achieve a return (before management costs) that exceeds CPI increases by at least 4.0% per annum over rolling ten year periods.

The strategy of the Mercer High Growth managed fund is The Fund invests in a range of primarily growth oriented assets, including shares, real assets and alternatives. Diversification is achieved at the asset class, manager, country, sector and security levels, with a focus on operational efficiency and sustainability. International assets held by the Fund may be fully hedged, partially hedged, or unhedged for fluctuations in the Australian dollar against other currencies.

The APIR code of the Mercer High Growth managed fund is MIN0012AU.

Mercer High Growth’s total return last month was 1.97%. This was made up of a growth return of 1.97% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Mercer High Growth’s total return for the last three months was 5.36%. This was made up of a growth return of -1.76% and an income return of 7.12%%. These returns were calculated as at 31 Aug 2025.

Mercer High Growth’s one-year total return is 13.68%. This was made up of a growth return of 5.43% and an income return of 8.25%. These returns were calculated as at 31 Aug 2025.

Mercer High Growth’s one-year total return is 11.63%. This was made up of a growth return of -0.45% and an income return of 12.08%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the Mercer High Growth managed fund is :

International Equities
100%
Australian Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Mercer High Growth managed fund is Mercer Investments (Australia) Limited.

The Mercer High Growth managed fund belongs to the Multisector Aggressive sector/asset class.

As at 18 Sep 2025, the size of the Mercer High Growth managed fund was $17.65 million.

The Mercer High Growth managed fund has an inception date of 30 Nov 2004.

The current entry price of the Mercer High Growth managed fund is $0.9999 per unit and the current exit price is $0.9975 per unit (as at 18 Sep 2025).

The current exit price of the Mercer High Growth managed fund is $0.9975 per unit and the current entry price is $0.9999 per unit (as at 18 Sep 2025).

The minimum initial investment amount for the Mercer High Growth managed fund is $500,000. Minimum additional investment is $5000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.