Mercer Platypus Australian Equity MPS - Managed Fund

Fund Objective

The Fund invests in a wide range of Australian shares listed, or expected to be listed, on the Australian Securities Exchange. Derivatives may be used.

Fund Strategy

The Fund invests in a wide range of Australian shares listed, or expected to be listed, on the Australian Securities Exchange. Derivatives may be used.

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.

Fees Comparison

% 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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	-2.52%	-11.05%	-13.79%	-16.54%	2.92%	5.49%	-%	-%
Growth return	-2.17%	-8.43%	-17.42%	-12.31%	-2.66%	4.13%	-%	-%
Income return	-0.35%	-2.62%	3.63%	-4.23%	5.58%	1.36%	-%	-%
Market index (S&P/ASX 200 TR AUD)
Total return	1.78%	0.36%	3.06%	7.37%	11.2%	9.81%	10.21%	10.12%

As at 31 Jan 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Mercer Platypus Australian Equity MPS

Australian Equities: 86.97%

Cash: 2.12%

Property & Infrastructure: 10.91%

International Equities: 0%

Fixed Interest: 0%

Alternatives: 0%

Average Allocation of Peers

Australian Equities: 95.81%

Cash: -1.04%

Property & Infrastructure: 1.32%

International Equities: 4.26%

Fixed Interest: -0.33%

Alternatives: -0.02%

General Information

Fund Details

Type	Description
Fund Name	Mercer Platypus Australian Equity MPS
Responsible Entity	Mercer Investments (Australia) Limited
APIR Code	WFS8899AU
Sector/Asset Class	Equity Australia Large Growth
Morningstar Rating	(as at 31 Jan 2026)
Legal Structure	Investment Fund
Fund Inception	11 Apr 2022
Fund Size	$86789778 million (as at 9 Feb 2026)
Entry Price	$1.1177 (as at 9 Feb 2026)
Exit Price	$1.1159 (as at 9 Feb 2026)
Fund Status	Open

Offer information

Type	Description
MER	0.54% (as at 1 Dec 2025)
Indirect Cost Ratio (ICR)	0.54% (as at 30 Jun 2025)
Minimum initial investment	$500,000

Your guide to next steps

Dealing with a struggling fund? What to Do and Look For

How to Assess your Managed Fund: And How to Choose the Next One

Your managed fund switching checklist. Is fear of capital gains tax holding you back?

The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.

Guide to tidying up your Portfolio Manager holdings

FAQs about the Mercer Platypus Australian Equity MPS

What is the objective of the Mercer Platypus Australian Equity MPS managed fund?

The objective of the Mercer Platypus Australian Equity MPS managed fund is The Fund invests in a wide range of Australian shares listed, or expected to be listed, on the Australian Securities Exchange. Derivatives may be used.

What is the strategy for the Mercer Platypus Australian Equity MPS managed fund?

The strategy of the Mercer Platypus Australian Equity MPS managed fund is The Fund invests in a wide range of Australian shares listed, or expected to be listed, on the Australian Securities Exchange. Derivatives may be used.

What is the APIR code of the Mercer Platypus Australian Equity MPS managed fund?

The APIR code of the Mercer Platypus Australian Equity MPS managed fund is WFS8899AU.

What was Mercer Platypus Australian Equity MPS’s total return last month?

Mercer Platypus Australian Equity MPS’s total return last month was -2.52%. This was made up of a growth return of -2.17% and an income return of -0.35%. These returns were calculated as at 31 Jan 2026.

What was Mercer Platypus Australian Equity MPS’s total return for the last three months?

Mercer Platypus Australian Equity MPS’s total return for the last three months was -11.05%. This was made up of a growth return of -8.43% and an income return of -2.62%%. These returns were calculated as at 31 Jan 2026.

What is Mercer Platypus Australian Equity MPS’s one-year total return?

Mercer Platypus Australian Equity MPS’s one-year total return is -16.54%. This was made up of a growth return of -12.31% and an income return of -4.23%. These returns were calculated as at 31 Jan 2026.

What is Mercer Platypus Australian Equity MPS’s three-year total return?

Mercer Platypus Australian Equity MPS’s one-year total return is 5.49%. This was made up of a growth return of 4.13% and an income return of 1.36%. These returns were calculated as at 31 Jan 2026.

What is the asset allocation of the Mercer Platypus Australian Equity MPS managed fund?

The asset allocation of the Mercer Platypus Australian Equity MPS managed fund is :

Australian Equities: 86.97%

Cash: 2.12%

Property & Infrastructure: 10.91%

International Equities: 0%

Fixed Interest: 0%

Alternatives: 0%

Who is the responsible Entity of the Mercer Platypus Australian Equity MPS managed fund?

The Responsible Entity for the Mercer Platypus Australian Equity MPS managed fund is Mercer Investments (Australia) Limited.

What sector/asset class does the Mercer Platypus Australian Equity MPS managed fund belong to?

The Mercer Platypus Australian Equity MPS managed fund belongs to the Equity Australia Large Growth sector/asset class.

What is the size of the Mercer Platypus Australian Equity MPS managed fund?

As at 9 Feb 2026, the size of the Mercer Platypus Australian Equity MPS managed fund was $86789778 million.

What is the inception date of the Mercer Platypus Australian Equity MPS managed fund?

The Mercer Platypus Australian Equity MPS managed fund has an inception date of 11 Apr 2022.

What is the current entry price of the Mercer Platypus Australian Equity MPS managed fund?

The current entry price of the Mercer Platypus Australian Equity MPS managed fund is $1.1177 per unit and the current exit price is $1.1159 per unit (as at 9 Feb 2026).

What is the current exit price of the Mercer Platypus Australian Equity MPS managed fund?

The current exit price of the Mercer Platypus Australian Equity MPS managed fund is $1.1159 per unit and the current entry price is $1.1177 per unit (as at 9 Feb 2026).

What is the minimum investment amount for the Mercer Platypus Australian Equity MPS managed fund?

The minimum initial investment amount for the Mercer Platypus Australian Equity MPS managed fund is $500,000.

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.

What our members say about us