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Review how you're currently investing. Tap 'Update' to make a change. To view your unit holdings, or for an overview of an option just click on the name of the investment option. Need some help?
Investment Performance
Please read the monthly investment report in the Documents section.
We’ve commenced the transfer process to your new provider. From 1 December 2021 any requests to process your investment fund choice cannot be actioned.
These changes have been confirmed
| Investment option |
Latest unit price available as at 22/09/2015
|
Number of units | $ |
% |
|---|---|---|---|---|
| Investment option | Allocate $ | Allocate % |
|---|
| Investment option | |||
|---|---|---|---|
| 100% | |||
| Investment option | Allocate % |
|---|
| Investment option | Entry price | Mid Price | Exit price |
|---|
| Investment option |
Latest unit price available as at 22/09/2015
|
Number of units | $ |
% |
|---|---|---|---|---|
| Investment option | |||
|---|---|---|---|
| 100% | |||
| Investment option | Entry price | Mid Price | Exit price |
|---|
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 are changing your investment strategy for your current account balance, understanding that final values are estimates and subject to change due to market movements between now and the date the change is processed.
| 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 correct. You can update your personal details here .
These changes have been confirmed
We don’t have your email address. You can update your personal details here .
You are changing your investment strategy for your {}, understanding that final values are estimates and subject to change due to market movements between now and the date the change is processed.
| 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 correct. You can update your personal details here .
These changes have been confirmed
We don’t have your email address. You can update your personal details here .
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.