Mercer Funds Join Macquarie Wrap and HUB24 l Mercer Australia

Mercer Funds Join Macquarie Wrap and HUB24 l Mercer Australia

Five funds join Macquarie Wrap and HUB24 super and pension platforms

  • 10 August 2016
  • Australia , Melbourne

Five Mercer multi-manager funds were added to the Macquarie Wrap and HUB24 superannuation and pension platforms last month, broadening Mercer’s strategic relationship with the retail investor market.  

The addition of the Mercer funds to these platforms brings financial advisers and their super and pension clients the same suite of funds and award-winning investment solutions that have long delivered value to the institutional sector. 

Simon Eagleton, Mercer’s Pacific Market Leader of Investments, said, “We’re thrilled with these developments and the fact it takes the strength of our institutional insights and experience to retail investors.”

“We’re excited more platforms are embracing innovation and that more financial advisers and their clients will now have access to the suite of innovative Mercer diversified funds and award-winning investment solutions,” said Mr Eagleton.

The funds listed below are now approved for both Macquarie Investment Super Manger/Consolidator, and Manager/Consolidator; as well as for Hub 24 Super and Hub 24 Invest:
 

Mercer Multi-Manager Fund

Macquarie Wrap

Hub 24

APIR

Mercer Conservative Growth*

MIN0009AU

Mercer Defensive*

 

MIN0010AU

Mercer Select Growth*

 

MIN0021AU

Mercer High Growth*

MIN0012AU

Mercer Moderate Growth*

MIN0014AU

Mercer Income Plus

MIN0027AU


*These funds currently hold a ‘Recommended’ rating by Lonsec.

An additional eleven Mercer funds have also been available for investment via Hub 24 Invest since April this year, including three other Lonsec ‘Recommended’ funds:
 

Mercer Multi-Manager Fund

Hub24 Invest

APIR

Mercer Growth*

MIN0013AU

Mercer Defensive*

MIN0010AU

Mercer Income Plus

MIN0027AU

Mercer Select Growth*

MIN0021AU

Mercer Australian Shares for Tax Exempt Investors

MIN0087AU

Mercer Australian Shares

MIN0006AU

Mercer Australian Shares Plus

MIN0020AU

Mercer Australian Small Companies

MIN0007AU

Mercer Global Listed Infrastructure

MIN0033AU

Mercer Global Small Companies

MIN0017AU

Mercer International Shares

MIN0015AU


*The Lonsec Ratings (assigned as per the above tables — MIN0009AU, MIN0010AU, MIN0021AU, MIN0012AU MIN0014AU, and MIN0013AU - April 2016) presented in this document are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421445. The Ratings are limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial products. Past performance information is for illustrative purposes only and is not indicative of future performance. They are not a recommendation to purchase, sell or hold Mercer products, and you should seek independent financial advice before investing in these products. The Ratings are subject to change without notice and Lonsec assumes no obligation to update the relevant documents following publication. Lonsec receives a fee from the Fund Manager for researching the products using comprehensive and objective criteria.

For further information regarding Lonsec’s Ratings methodology, please refer to our website at: http://www.beyond.lonsec.com.au/intelligence/lonsec-ratings. 


ENDS
 

About Mercer
Mercer is a global consulting leader in talent, health, retirement and investments. Mercer helps clients around the world advance the health, wealth and performance of their most vital asset—their people. Mercer’s more than 20,000 employees are based in 43 countries and the firm operates in over 140 countries. Mercer is a wholly owned subsidiary of Marsh & McLennan Companies (NYSE: MMC), a global professional services firm offering clients advice and solutions in the areas of risk, strategy and people. With 57,000 employees worldwide and annual revenue exceeding $13 billion, Marsh & McLennan Companies is also the parent company of Marsh, a leader in insurance broking and risk management; Guy Carpenter, a leader in providing risk and reinsurance intermediary services; and Oliver Wyman, a leader in management consulting. For more information, visit www.mercer.com.au Follow Mercer on Twitter @MercerAu

 

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