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  5. Mercer Principal Global Property MPS - Managed fund profile

Mercer Principal Global Property MPS - Managed Fund

Fund Objective
To provide investors with a total investment return (before fees and taxes) that outperforms the FTSE EPRA/NAREIT Developed Hedged over periods of five years or longer.
Fund Strategy
The Fund invests in a wide range of property securities listed; or expected to be listed; on major world stock exchanges which derive the bulk of their income from property rental income and/or development as well as infrastructure securities. The Fund is typically hedged back into Australian dollars.

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 3.2% 2.73% 1.27% -0.83% 7.35% 2.07% 3.39% -%
Growth return 3.2% 2.73% 1.27% -0.83% 6.73% 0.71% 0.87% -%
Income return 0% 0% 0% 0% 0.62% 1.36% 2.52% -%
Market index (UBS Global Investors Ex AUS NR Hdg AUD)
Total return -0.66% -3.15% 4.21% 14.82% 13.19% 16.95% 16.58% 7.77%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Mercer Principal Global Property MPS
Australian Equities
0.93%
International Equities
27.37%
Cash
4.48%
Property & Infrastructure
67.22%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
0.43%
International Equities
13.44%
Cash
2.48%
Property & Infrastructure
83.60%
Fixed Interest
0.05%
Alternatives
0.01%

General Information

Fund Details
Type Description
Mercer Principal Global Property MPS
Mercer Investments (Australia) Limited
WFS8263AU
Equity Global Real Estate
starstarstar (as at 31 Aug 2025)
Investment Fund
15 Oct 2018
$65.61 million (as at 25 Sep 2025)
$0.9507 (as at 25 Sep 2025)
$0.9479 (as at 25 Sep 2025)
Open
Offer information
Type Description
MER 0.79% (as at 1 Dec 2024)
Indirect Cost Ratio (ICR) 0.79% (as at 30 Jun 2024)
Performance fee (not included in ICR) Not Available
Minimum initial investment $500,000
Minimum additional investments

FAQs about the Mercer Principal Global Property MPS

The objective of the Mercer Principal Global Property MPS managed fund is To provide investors with a total investment return (before fees and taxes) that outperforms the FTSE EPRA/NAREIT Developed Hedged over periods of five years or longer.

The strategy of the Mercer Principal Global Property MPS managed fund is The Fund invests in a wide range of property securities listed; or expected to be listed; on major world stock exchanges which derive the bulk of their income from property rental income and/or development as well as infrastructure securities. The Fund is typically hedged back into Australian dollars.

The APIR code of the Mercer Principal Global Property MPS managed fund is WFS8263AU.

Mercer Principal Global Property MPS’s total return last month was 3.2%. This was made up of a growth return of 3.2% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Mercer Principal Global Property MPS’s total return for the last three months was 2.73%. This was made up of a growth return of 2.73% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

Mercer Principal Global Property MPS’s one-year total return is -0.83%. This was made up of a growth return of -0.83% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Mercer Principal Global Property MPS’s one-year total return is 2.07%. This was made up of a growth return of 0.71% and an income return of 1.36%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the Mercer Principal Global Property MPS managed fund is :

Australian Equities
0.93%
International Equities
27.37%
Cash
4.48%
Property & Infrastructure
67.22%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Mercer Principal Global Property MPS managed fund is Mercer Investments (Australia) Limited.

The Mercer Principal Global Property MPS managed fund belongs to the Equity Global Real Estate sector/asset class.

As at 25 Sep 2025, the size of the Mercer Principal Global Property MPS managed fund was $65.61 million.

The Mercer Principal Global Property MPS managed fund has an inception date of 15 Oct 2018.

The current entry price of the Mercer Principal Global Property MPS managed fund is $0.9507 per unit and the current exit price is $0.9479 per unit (as at 25 Sep 2025).

The current exit price of the Mercer Principal Global Property MPS managed fund is $0.9479 per unit and the current entry price is $0.9507 per unit (as at 25 Sep 2025).

The minimum initial investment amount for the Mercer Principal Global Property MPS 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.