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It’s important to remember that super is a long-term investment and is designed to weather short-term investment market changes. World events are causing market volatility which may prompt you to reconsider your investment strategy. However, switching investment options at a time when markets are low may not be in your best interest.
If you are considering an investment switch, we strongly recommend you seek financial advice before taking action.
There are separate sections below to update your current investment and your future contributions. You must update these separately, by clicking the edit buttons for each investment and following the prompts.
Your change will only appear once it is processed, which can take up to 2 business days, it doesn’t appear immediately. If you submit multiple requests, it will slow down the process. You will receive a confirmation email/letter after your switch has been processed and priced.
Important: If you request a switch whilst another transaction is still being processed (such as a contribution), the switch will not be processed until after the first transaction is finalised. It can take another 2 business days to process the switch and the unit price for the switch will be the process date (not the date you requested the switch).
For more support and information on switching please contact us.
| Investment option |
Unit price $ 22/09/2015
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Number of units | $ |
% |
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| Investment option | Allocate $ | Allocate % |
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| Investment option | |||
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| 100% | |||
| Investment option | Allocate % |
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| Investment option | Buy price $ | Mid Price | Sell price $ |
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| Investment option |
Unit price $ 22/09/2015
|
Number of units | $ |
% |
|---|---|---|---|---|
| Investment option | |||
|---|---|---|---|
| 100% | |||
| Investment option | Buy price $ | Mid Price | Sell price $ |
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'Mercer Direct' investments: Please note a valid email address must be recorded in the Personal Details section of this website in order to process your request. Please check the Personal Details page to confirm your email address. Without a valid email address your request will not be processed. If you've requested to move a portion of your funds into Mercer Direct, and a portion into one or more investment options your request will also require a valid email address in order to be processed.
Requests other than into 'Mercer Direct': We've received your request, it might be a good idea to keep or print the receipt details for your records.
You’re changing your investment strategy for your current balance. Please note it takes up to 2 business days for your request to be processed, so the value of your investment option (the unit price) may change between the time you switch online and when the switch takes effect. Your change will only appear once it’s processed, it doesn’t appear immediately. You will receive a confirmation email/letter once the switch has been processed and priced.
| Investment options | From: | To: |
|---|
If you request an investment switch while another transaction is being processed (such as a contribution), the switch will not be processed until after the first transaction is finished. This can take up to an additional 2 business days, and the unit price for the switch will be the process date (not the date you requested the switch).
By clicking submit, I understand the important information and wish to change my investment options.
These changes have been confirmed
Please confirm that your email #EMAIL# is updated on Personal Details page
These changes have been confirmed
Please confirm that your email #EMAIL# is updated on Personal Details page
These changes have been confirmed
You’re changing your investment strategy for your future contributions. Please note it takes up to 2 business days for your request to be processed, so the value of your investment option (the unit price) may change between the time you switch online and when the switch takes effect. Your change will only appear once it’s processed, it doesn’t appear immediately.
| Investment options | From: | To: |
|---|
If you request an investment switch while another transaction is being processed (such as a contribution), the switch will not be processed until after the first transaction is finished. This can take up to an additional 2 business days, and the unit price for the switch will be the process date (not the date you requested the switch).
By clicking submit, I understand the important information and wish to change my investment options.
These changes have been confirmed
Please confirm that your email #EMAIL# is updated on Personal Details page
These changes have been confirmed
Please confirm that your email #EMAIL# is updated on Personal Details page
These changes have been confirmed
This option invests across most asset classes but mainly in growth assets. It is designed for members who want exposure to mainly growth assets and can tolerate a medium to high level of risk over seven years.
To achieve a return (after tax and investment fees) that exceeds CPI increases by at least 4.5% per annum over rolling seven year periods.
Low to medium
Three years
Growth / Defensive benchmark (ranges shown in brackets)
| Asset Class | Range % | Benchmark % |
|---|---|---|
| Australlian Shares | 10-35 | 24 |
| Australlian Shares | 10-35 | 24 |
| Australlian Shares | 10-35 | 24 |
| Australlian Shares | 10-35 | 24 |
| Australlian Shares | 10-35 | 24 |
| Australlian Shares | 10-35 | 24 |
Percentage values are indicative only and may not add up to 100% as they’re rounded up or down to the nearest whole number.