Investment survey categories:
If you wish to receive a past survey, please email us, and include the name, month and year of the survey you wish to receive and our survey team will forward it directly to your inbox.
If you have any questions about our surveys, or are having trouble downloading a survey correctly, please email us at  mercer.surveys@mercer.com
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Multi-asset surveys
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Australian Pooled Fund Survey
The monthly Australian Pooled Fund Survey tracks nearly 40 balanced wholesale funds. Products listed in this survey aim to hold a balanced portfolio that is exposed to both growth and protective asset classes. Among institutional investors, the Mercer Pooled Fund Survey is a well-respected guide to the performance of balanced products.
Each survey contains man ager performance details over 3 months, 1 year, 3 year and 5 year periods with rankings. They also include fund size information, means and medians. The survey is issued on an after tax and after management fees basis.
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Australian Capital Stable Fund Survey
The monthly Australian Capital Stable Fund Survey lists the performance of nearly 20 low risk and protected strategy funds.
Each survey contains manager performance details over 3 months, 1 year, 3 year and 5 year periods with rankings. They also include fund size information, means and medians. The survey is issued on an after tax and after management fees basis.
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Australian Pooled Fund Asset Allocation Survey
The monthly Australian Pooled Fund Asset Allocation Survey shows the total weightings to each asset class favoured by nearly 40 wholesale managed fund products.
Mercer has divided the survey into two separate categories – balanced funds and growth funds. The weightings are recorded by percentage invested in Australian shares, overseas shares, direct property, listed property, cash, Australian fixed income, overseas fixed income and indexed bonds.
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email us to request a recent copy of this survey (please indicate month and year required)
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Australian Capital Stable Fund Asset Allocation Survey
The monthly Australian Capital Stable Fund Asset Allocation Survey lists nearly 20 wholesale funds whose allocation is towards more conservative or protected investments. Protected portfolios are those low risk diversified portfolios with an inv estment objective specifying a minimum level of return over a given period.
The survey lists the respective weighting that the various diversified stable, capital stable and conservative growth products have to each asset class. The weightings are recorded by percentage invested in Australian shares, overse as shares, direct property, listed property, cash, Australian fixed income, overseas fixed income and indexed bonds.
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email us to request a recent copy of this survey (please indicate month and year required)
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email us to request a past survey (please include name of survey, month and year)
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Unlisted property surveys
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Australian Mercer Unlisted Property Funds Index
The monthly Mercer Unlisted Property Funds Index is the market benchmark for direct property. Each page of the survey lists the current value of the Index compared to its value 12 months previous.
Mercer includes the pre-tax and post-tax value of the Index for each month of the year, plus the amount it has moved on the previous month, by percentage. Investors should note that the Index covers unlisted and direct property, or funds that invest chiefly in private commercial property.
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email us to request a past survey (please include name of survey, month and year)
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Market indicator surveys
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Australian Selected Market Indicators
The Australian Selected Market Indicators survey - Data and Commentary, issued each month, provides individual investors with a record of key global market developments in a single source. There is a nominal charge for the download of the Australian Selected Market Indicators.
Please contact us to arrange your ongoing subscription to the Australian Selected Market Indicators.
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email us to request a past survey (please include name of survey, month and year)
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© 2008, Mercer (Australia) Pty Ltd
This document contains intellectual property of Mercer (Australia) Pty Ltd trading as "Mercer". The content of the document may not be modified, sold or otherwise provided, in whole or in part, to any other person or entity without Mercer's prior written permission.
Information contained herein has been obtained from a range of sources. While this information is believed to be reliable, no representations or warranties are made as to the accuracy of the information presented and no responsibility or liability, including for consequential or incidental damages, can be accepted for any error, omission or inaccuracy in this document.
This document does not contain investment advice and no investment decision should be made based on this information without first obtaining appropriate professional advice. In addition, past performance cannot be relied upon as a guide to future performance.
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