Mercer Super Investment Trust l Mercer Australia

Investments

Mercer Super Investment Trust

The Mercer Super Investment Trust is a ‘Pooled Superannuation Trust’ as defined under the Superannuation Industry (Supervision) Act 1993.

Mercer Superannuation (Australia) Limited (MSAL) (ABN 79 004 717 533, AFSL 235906, RSE L0000819) is the Trustee of the Mercer Super Investment Trust.

With effect from 1 May 2017 MSAL replaced Mercer Investments (Australia) Limited (MIAL) (ABN 66 008 612 397, AFSL 244385, RSE L0003421) as Trustee.

MSAL and MIAL are fully owned subsidiaries of Mercer (Australia) Pty Ltd (ABN 32 005 315 917).

The Trust provides investors with the flexibility to tailor a portfolio to suit their investment objectives and risk profile.

Investors can choose to invest in one or more Investment Options. Full details of the Investment Options are available by Connecting with a Mercer Consultant.

PERFORMANCE REPORTS

Monthly Report
Quarterly Report

FINANCIAL REPORTS & STATEMENTS

MIAL Financial Statement for 2016
MSIT Annual Report 2015/2016
 
MIAL Financial Statement for 2015
MSIT Annual Report for 2014/2015
MSIT Annual Report for 2013/2014
MIAL Financial Statement for 2014
MSIT Annual Report for 2012/2013
MSIT Annual Report for 2011/2012

INVESTOR UPDATE

01 September 2015
21 August 2014
03 June 2014

POLICIES

Sustainable Investment Policy
This policy covers the integration of Environmental, Social and Governance criteria within our investment process.

Corporate Governance Policy
This policy sets out how Mercer actively exercises its duties and obligations as an owner and steward of the assets in which it invests, including proxy voting.

PROXY VOTING SEARCH

Share voting, one of four major components of our Corporate Governance Policy, is how we seek to exercise our duty and obligation to influence the activities of individual companies, whose stocks comprise the equities allocations of the underlying portfolios of the Mercer Super Investment Trust options. Our Proxy Voting Search lets you see where Mercer has applied its share voting power on behalf of investors. Search by investment option or by company.

MSAL BOARD

MSAL Conflicts of Interest Statement
MSAL Board Register of Interest 
MSAL Board Governance Structure

GOVERNING DOCUMENTS

MSIT Trust Deed
MSAL Constitution

OUTSOURCING ARRANGEMENTS

Summary of service providers for outsourced functions

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