The Mercer Superannuation Investment 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.

 

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).

Looking to find out more about Mercer Super Investment Trust?

Speaking with a Mercer Consultant.

Looking for Fund Performance?

Visit the Mercer Funds website for information on fund performance.


Performance reports
 

Monthly Report
Quarterly Report


Financial reports & statements

MSAL Financial Statement for 2020
MSIT Annual Report 2019/2020
MSAL Financial Statement for 2019
MSIT Annual Report 2018/2019
MSAL Financial Statement for 2018
MSIT Annual Report 2017/2018 Correction 
MSIT Annual Report 2017/2018
MSAL Financial Statement for 2017
MSIT Annual Report 2016/2017
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 updates
 

01 September 2015
21 August 2014
03 June 2014


Portfolio holdings
 

Sustainable Plus Options (Dec 2020)
Sector Options (Dec 2020)
Ready-made Options (Dec 2020)
SmartPath (Dec 2020)


Policies

Sustainable Investment Policy
This policy covers the integration of Environmental, Social and Governance criteria within our investment process, as well as how Mercer actively exercises its duties and obligations as an owner steward of the assets in which it invests, including proxy voting. One of the disclosure commitments in that policy is in relation to climate change, and Mercer’s climate change management statement is provided here

Whistle-blower Protection Policy
Guidance on ‘blowing the whistle’ on unethical or unlawful behaviour.


Proxy voting search
 

Share voting, one of the major components of our Sustainable Investment 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. In order to provide more information on how Mercer is exercising our proxy votes within our portfolios we have:

  • Prepared an annual summary of our 2019 proxy voting activity.
  • Provided a full list of all Australian proxy votes for FY2019/2020.
  • Enabled a Proxy Voting Search site, where you can search for particular proxy votes over the prior six months – updated every six months.

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


Are you a Mercer Super Member? 

 

If you are a personal Mercer Super Member please contact us through one of the following methods:

If you have your Super with us via your employer – 1800 682 525
If you have a personal Super account with us – 1800 810 558
If you have a pension account – 1800 671 369

Call us between 8:00am and 7:00pm Monday to Friday (AEST / AEDT).

For more information on the Mercer Financial Sevices or to login to your Mercer super account visit Mercer's Financial Services website.

Speak with a Mercer Consultant

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