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If we receive your request to change your investment options prior to 4pm AEST/AEDT on a business day, the change will be effective using the unit prices applied for that day. If the request is received after 4pm AEST/AEDT on a business day, the change will be effective the following business day. 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 below once it’s processed, it doesn’t appear immediately. Please avoid submitting multiple requests, as this will slow down the process.
There are separate sections below to update your current investment or your future contributions. You must update these separately, by clicking the edit button for each investment and following the prompts.
For more support and information on switching please check out our FAQs here.
| Investment option |
Unit price 22/09/2015
|
Number of units | $ |
% |
|---|---|---|---|---|
| Investment option | Allocate $ | Allocate % |
|---|
| Investment option | |||
|---|---|---|---|
| 100% | |||
| Investment option | Allocate % |
|---|
| Investment option | Entry price | Mid Price | Exit price |
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| Investment option |
Unit price 22/09/2015
|
Number of units | $ |
% |
|---|---|---|---|---|
| Investment option | |||
|---|---|---|---|
| 100% | |||
| Investment option | Entry price | Mid Price | Exit price |
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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. If you have made a request in relation to Mercer Direct investments please see the note below.
'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.
You’re changing your investment strategy for your current investments. If we receive your request to change your investment options prior to 4pm AEST/AEDT on a business day, the change will be effective using the unit prices applied for that day. If the request is received after 4pm AEST/AEDT on a business day, the change will be effective the following business day. 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 we have processed it. It won't appear immediately online.
| Investment options | From: | To: |
|---|
You have selected an investment option that takes into account your date of birth to determine your risk profile and appropriate asset allocation. Our records show your date of birth as #DOB#. If this date is incorrect, please cancel this change and contact us to amend before submitting.
By clicking submit I confirm that I understand the following 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. If we receive your request to change your investment options prior to 4pm AEST/AEDT on a business day, the change will be effective using the unit prices applied for that day. If the request is received after 4pm AEST/AEDT on a business day, the change will be effective the following business day. 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 we have processed it. It won't appear immediately online.
| Investment options | From: | To: |
|---|
You have selected an investment option that takes into account your date of birth to determine your risk profile and appropriate asset allocation. Our records show your date of birth as #DOB#. If this date is incorrect, please cancel this change and contact us to amend before submitting.
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.