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Mercer Solaris Core Australian Equities MPS - Managed Fund

Fund Objective
The Fund provides exposure to the Australian share market utilising an active, single-manager approach. It may also have a small allocation to shares in international markets. Derivatives may be used in implementing the investment strategy. The Fund may engage in securities lending (i.e. short term loans of securities in return for a fee) to incrementally increase returns to investors.
Fund Strategy
The Fund provides exposure to the Australian share market utilising an active, single-manager approach. It may also have a small allocation to shares in international markets. Derivatives may be used in implementing the investment strategy. The Fund may engage in securities lending (i.e. short term loans of securities in return for a fee) to incrementally increase returns to investors.

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 -6.82% -4.02% -3.99% 11.29% 7.02% 9.56% 8.6% -%
Growth return -6.76% -3.83% -4.66% 7.03% 3.18% 5.7% 4.35% -%
Income return -0.06% -0.19% 0.67% 4.26% 3.84% 3.86% 4.25% -%
Market index (S&P/ASX 200 TR AUD)
Total return -7.15% -1.61% -2.61% 11.67% 7.17% 9.54% 8.63% 9.44%
As at 31 Mar 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Mercer Solaris Core Australian Equities MPS
Australian Equities
98.33%
Cash
1.67%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
96.06%
Cash
-0.98%
International Equities
4.01%
Property & Infrastructure
1.25%
Fixed Interest
-0.33%
Alternatives
-0.02%

General Information

Fund Details
Type Description
Mercer Solaris Core Australian Equities MPS
Mercer Investments (Australia) Limited
WFS4487AU
Equity Australia Large Blend
starstarstarstar (as at 31 Mar 2026)
Investment Fund
15 Oct 2018
$123.51 million (as at 13 Apr 2026)
$1.3887 (as at 13 Apr 2026)
$1.3803 (as at 13 Apr 2026)
Open
Offer information
Type Description
MER 0.79% (as at 1 Dec 2025)
Indirect Cost Ratio (ICR) 0.79% (as at 30 Jun 2025)
Minimum initial investment $500,000
Minimum additional investments

Top 10 holdings (as at 31 Mar 2026)

Holding (as at 31 Mar 2026) Type % of Portfolio
BHP Group Ltd 10.99%
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FAQs about the Mercer Solaris Core Australian Equities MPS

The objective of the Mercer Solaris Core Australian Equities MPS managed fund is The Fund provides exposure to the Australian share market utilising an active, single-manager approach. It may also have a small allocation to shares in international markets. Derivatives may be used in implementing the investment strategy. The Fund may engage in securities lending (i.e. short term loans of securities in return for a fee) to incrementally increase returns to investors.

The strategy of the Mercer Solaris Core Australian Equities MPS managed fund is The Fund provides exposure to the Australian share market utilising an active, single-manager approach. It may also have a small allocation to shares in international markets. Derivatives may be used in implementing the investment strategy. The Fund may engage in securities lending (i.e. short term loans of securities in return for a fee) to incrementally increase returns to investors.

The APIR code of the Mercer Solaris Core Australian Equities MPS managed fund is WFS4487AU.

Mercer Solaris Core Australian Equities MPS’s total return last month was -6.82%. This was made up of a growth return of -6.76% and an income return of -0.06%. These returns were calculated as at 31 Mar 2026.

Mercer Solaris Core Australian Equities MPS’s total return for the last three months was -4.02%. This was made up of a growth return of -3.83% and an income return of -0.19%%. These returns were calculated as at 31 Mar 2026.

Mercer Solaris Core Australian Equities MPS’s one-year total return is 11.29%. This was made up of a growth return of 7.03% and an income return of 4.26%. These returns were calculated as at 31 Mar 2026.

Mercer Solaris Core Australian Equities MPS’s one-year total return is 9.56%. This was made up of a growth return of 5.7% and an income return of 3.86%. These returns were calculated as at 31 Mar 2026.

The asset allocation of the Mercer Solaris Core Australian Equities MPS managed fund is :

Australian Equities
98.33%
Cash
1.67%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Mercer Solaris Core Australian Equities MPS managed fund is Mercer Investments (Australia) Limited.

The Mercer Solaris Core Australian Equities MPS managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 13 Apr 2026, the size of the Mercer Solaris Core Australian Equities MPS managed fund was $123.51 million.

The Mercer Solaris Core Australian Equities MPS managed fund has an inception date of 15 Oct 2018.

The current entry price of the Mercer Solaris Core Australian Equities MPS managed fund is $1.3887 per unit and the current exit price is $1.3803 per unit (as at 13 Apr 2026).

The current exit price of the Mercer Solaris Core Australian Equities MPS managed fund is $1.3803 per unit and the current entry price is $1.3887 per unit (as at 13 Apr 2026).

The minimum initial investment amount for the Mercer Solaris Core Australian Equities 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.