Mercer Super Investment Trust

Mercer Super Investment Trust

Wealth & Asset Management

Mercer Super Investment Trust

 

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)..
 


PERFORMANCE REPORTS
 

Monthly Report
Quarterly Report

 


FINANCIAL REPORTS & STATEMENTS
 

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

 


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.

 


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. 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

 


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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