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  5. Mercer Sustainable Plus Global Credit - Managed fund profile

Mercer Sustainable Plus Global Credit - Managed Fund

Fund Objective
The Fund aims to exceed the benchmark, before management cost, over the medium term.
Fund Strategy
The Fund invests primarily in global credit securities, using an actively managed, multi-manager approach. Diversification is achieved across a range of countries, sectors, credit ratings and bond maturities.

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 0.69% 2.34% 2.2% 3.94% 5.75% -% -% -%
Growth return 0.69% 2.09% 1.95% 3.27% 3.95% -% -% -%
Income return 0% 0.25% 0.25% 0.67% 1.8% -% -% -%
Market index (Bloomberg Global Aggregate TR Hdg AUD)
Total return 0.49% 1.25% 1.39% 2.84% 4.39% 2.5% -0.63% 1.95%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Fixed Interest
92.30%
Australian Equities
0.06%
International Equities
0.01%
Cash
5.47%
Property & Infrastructure
0%
Alternatives
2.17%

General Information

Fund Details
Type Description
Mercer Sustainable Plus Global Credit
Mercer Investments (Australia) Limited
NCL3325AU
Diversified Credit
Not Rated
Investment Fund
26 Jul 2023
n/a
$1.0865 (as at 16 Sep 2025)
$1.0842 (as at 16 Sep 2025)
Open
Offer information
Type Description
Minimum initial investment $500,000
Minimum additional investments $5,000.00

FAQs about the Mercer Sustainable Plus Global Credit

The objective of the Mercer Sustainable Plus Global Credit managed fund is The Fund aims to exceed the benchmark, before management cost, over the medium term.

The strategy of the Mercer Sustainable Plus Global Credit managed fund is The Fund invests primarily in global credit securities, using an actively managed, multi-manager approach. Diversification is achieved across a range of countries, sectors, credit ratings and bond maturities.

The APIR code of the Mercer Sustainable Plus Global Credit managed fund is NCL3325AU.

Mercer Sustainable Plus Global Credit’s total return last month was 0.69%. This was made up of a growth return of 0.69% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Mercer Sustainable Plus Global Credit’s total return for the last three months was 2.34%. This was made up of a growth return of 2.09% and an income return of 0.25%%. These returns were calculated as at 31 Aug 2025.

Mercer Sustainable Plus Global Credit’s one-year total return is 3.94%. This was made up of a growth return of 3.27% and an income return of 0.67%. These returns were calculated as at 31 Aug 2025.

Mercer Sustainable Plus Global Credit’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the Mercer Sustainable Plus Global Credit managed fund is :

Fixed Interest
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Alternatives
0%

The Responsible Entity for the Mercer Sustainable Plus Global Credit managed fund is Mercer Investments (Australia) Limited.

The Mercer Sustainable Plus Global Credit managed fund belongs to the Diversified Credit sector/asset class.

As at , the size of the Mercer Sustainable Plus Global Credit managed fund was $ million.

The Mercer Sustainable Plus Global Credit managed fund has an inception date of 26 Jul 2023.

The current entry price of the Mercer Sustainable Plus Global Credit managed fund is $1.0865 per unit and the current exit price is $1.0842 per unit (as at 16 Sep 2025).

The current exit price of the Mercer Sustainable Plus Global Credit managed fund is $1.0842 per unit and the current entry price is $1.0865 per unit (as at 16 Sep 2025).

The minimum initial investment amount for the Mercer Sustainable Plus Global Credit managed fund is $500,000. Minimum additional investment is $5000.

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.