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  5. Mercer Indexed Growth - Managed fund profile

Mercer Indexed Growth - Managed Fund

Fund Objective
To provide investors predominantly with moderate to high growth and some income returns, which track the overall return of a diversified portfolio of underlying investments.
Fund Strategy
The Fund invests in a diverse mix of assets with an emphasis (about 85%) on the growth oriented assets of Australian and international shares, and investment (about 15%) in the defensive assets of cash and fixed interest providing some income and stability of returns. The Fund's exposure to these asset classes will be obtained by investing directly into sector specific funds.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 2.23% 6.11% 8.13% 13.2% 14.26% 12.75% 10.64% -%
Growth return 2.23% 0.25% 1.24% 5.03% 8.13% 7.81% 4.85% -%
Income return 0% 5.86% 6.89% 8.17% 6.13% 4.94% 5.79% -%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 2.21% 6.59% 8.29% 14.58% 15.23% 13.97% 11.61% 9.87%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Mercer Indexed Growth
Australian Equities
35.58%
International Equities
28.82%
Cash
7.24%
Property & Infrastructure
16.99%
Fixed Interest
11.38%
Alternatives
0%
Average Allocation of Peers
Australian Equities
34.21%
International Equities
49.75%
Cash
2.42%
Property & Infrastructure
4.65%
Fixed Interest
5.34%
Alternatives
3.63%

General Information

Fund Details
Type Description
Mercer Indexed Growth (Wholesale)
WFS0591AU
Multisector Aggressive
starstarstar (as at 31 Aug 2025)
Investment Fund
1 Aug 2016
$506.18 million (as at 18 Sep 2025)
$1.3238 (as at 18 Sep 2025)
$1.3229 (as at 18 Sep 2025)
Open
Offer information
Type Description
MER 0.25% (as at 1 Dec 2024)
Indirect Cost Ratio (ICR) 0.25% (as at 30 Jun 2024)
Performance fee (not included in ICR) Not Available
Minimum initial investment $500,000
Minimum additional investments
Minimum redemption amount

FAQs about the Mercer Indexed Growth

The objective of the Mercer Indexed Growth managed fund is To provide investors predominantly with moderate to high growth and some income returns, which track the overall return of a diversified portfolio of underlying investments.

The strategy of the Mercer Indexed Growth managed fund is The Fund invests in a diverse mix of assets with an emphasis (about 85%) on the growth oriented assets of Australian and international shares, and investment (about 15%) in the defensive assets of cash and fixed interest providing some income and stability of returns. The Fund's exposure to these asset classes will be obtained by investing directly into sector specific funds.

The APIR code of the Mercer Indexed Growth managed fund is WFS0591AU.

Mercer Indexed Growth’s total return last month was 2.23%. This was made up of a growth return of 2.23% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Mercer Indexed Growth’s total return for the last three months was 6.11%. This was made up of a growth return of 0.25% and an income return of 5.86%%. These returns were calculated as at 31 Aug 2025.

Mercer Indexed Growth’s one-year total return is 13.2%. This was made up of a growth return of 5.03% and an income return of 8.17%. These returns were calculated as at 31 Aug 2025.

Mercer Indexed Growth’s one-year total return is 12.75%. This was made up of a growth return of 7.81% and an income return of 4.94%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the Mercer Indexed Growth managed fund is :

Australian Equities
35.58%
International Equities
28.82%
Cash
7.24%
Property & Infrastructure
16.99%
Fixed Interest
11.38%
Alternatives
0%

The Mercer Indexed Growth managed fund belongs to the Multisector Aggressive sector/asset class.

As at 18 Sep 2025, the size of the Mercer Indexed Growth managed fund was $506.18 million.

The Mercer Indexed Growth managed fund has an inception date of 1 Aug 2016.

The current entry price of the Mercer Indexed Growth managed fund is $1.3238 per unit and the current exit price is $1.3229 per unit (as at 18 Sep 2025).

The current exit price of the Mercer Indexed Growth managed fund is $1.3229 per unit and the current entry price is $1.3238 per unit (as at 18 Sep 2025).

The minimum initial investment amount for the Mercer Indexed Growth managed fund is $500,000. Minimum additional investment is $0.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.