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  5. Mercer Sustainable Plus Australian Shares - Managed fund profile

Mercer Sustainable Plus Australian Shares - Managed Fund

Fund Objective
The Fund aims to exceed the benchmark, before management costs, over the medium to long term.
Fund Strategy
The Fund provides exposure to Australian shares using a socially responsible and multi-manager approach. Diversification is achieved at the manager, sector and stock levels. The investment managers for the Fund must take into account the SRI exclusion criteria set out in this PDS, and Mercer's commitment to sustainable investing and active ownership through ESG integration, proxy voting and engagement in their investment decision making process.

Fund Performance Comparison

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Fees Comparison

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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.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -1.34% 1.94% 8.15% 24.74% 12.08% 5.92% 7.88% 7.6%
Growth return -1.34% 1.94% 6.55% -% 8.87% 2.22% 4.73% 3.36%
Income return 0% 0% 1.6% -% 3.21% 3.7% 3.15% 4.24%
As at 31 Oct 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Mercer Sustainable Plus Australian Shares
Australian Equities
92.26%
International Equities
0.02%
Cash
1.33%
Property
6.39%

General Information

Fund Details
Type Description
Mercer Sustainable Plus Australian Shares
Mercer Investments (Australia) Limited
MIN0045AU
starstarstar (as at 31 Oct 2024)
Unknown
30 Jun 2010
$1155.81 million (as at 20 Nov 2024)
$1.8099 (as at 20 Nov 2024)
$1.8041 (as at 20 Nov 2024)
Open
Offer information
Type Description
MER 0.98% (as at 1 Dec 2023)
Indirect Cost Ratio (ICR) - Estimated 0.98% (as at 30 Jun 2023) (Estimated)
Performance fee (included in ICR) 0
Minimum initial investment $500,000
Minimum additional investments $5,000.00
Minimum redemption amount $5,000.00

FAQs about the Mercer Sustainable Plus Australian Shares

The objective of the Mercer Sustainable Plus Australian Shares managed fund is The Fund aims to exceed the benchmark, before management costs, over the medium to long term.

The strategy of the Mercer Sustainable Plus Australian Shares managed fund is The Fund provides exposure to Australian shares using a socially responsible and multi-manager approach. Diversification is achieved at the manager, sector and stock levels. The investment managers for the Fund must take into account the SRI exclusion criteria set out in this PDS, and Mercer's commitment to sustainable investing and active ownership through ESG integration, proxy voting and engagement in their investment decision making process.

The APIR code of the Mercer Sustainable Plus Australian Shares managed fund is MIN0045AU.

Mercer Sustainable Plus Australian Shares’s total return last month was -1.34%. This was made up of a growth return of -1.34% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

Mercer Sustainable Plus Australian Shares’s total return for the last three months was 1.94%. This was made up of a growth return of 1.94% and an income return of 0%%. These returns were calculated as at 31 Oct 2024.

Mercer Sustainable Plus Australian Shares’s one-year total return is 24.74%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2024.

Mercer Sustainable Plus Australian Shares’s one-year total return is 5.92%. This was made up of a growth return of 2.22% and an income return of 3.7%. These returns were calculated as at 31 Oct 2024.

The asset allocation of the Mercer Sustainable Plus Australian Shares managed fund is :

Australian Equities
92.26%
International Equities
0.02%
Cash
1.33%
Property
6.39%

The Responsible Entity for the Mercer Sustainable Plus Australian Shares managed fund is Mercer Investments (Australia) Limited.

As at 20 Nov 2024, the size of the Mercer Sustainable Plus Australian Shares managed fund was $1155.81 million.

The Mercer Sustainable Plus Australian Shares managed fund has an inception date of 30 Jun 2010.

The current entry price of the Mercer Sustainable Plus Australian Shares managed fund is $1.8099 per unit and the current exit price is $1.8041 per unit (as at 20 Nov 2024).

The current exit price of the Mercer Sustainable Plus Australian Shares managed fund is $1.8041 per unit and the current entry price is $1.8099 per unit (as at 20 Nov 2024).

The minimum initial investment amount for the Mercer Sustainable Plus Australian Shares 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.