InvestSMART

Mercer Sustainable plus Intrntl Shares Fund Hedged - Managed Fund

Fund Objective
The Class aims to exceed the benchmark, before management costs, over the medium to long term.
Fund Strategy
This Class invests in global shares using a sustainable and multi-manager approach, with returns hedged for currency movements.Diversification is achieved at the manager, sector and stock levels. The investment managers for the Fund must take into account the sustainable investment criteria set out in this PDS and Mercer's Sustainable Investment Policy, which includes our four-pillar framework covering: ESG integration, active ownership, thematic investment and screening.

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 1.41% 7.39% 7.72% 10.15% 15.06% 12.23% 8.58% -%
Growth return 1.41% 7.39% 7.72% 10.15% -1.61% 1.11% -0.36% -%
Income return 0% 0% 0% 0% 16.67% 11.12% 8.94% -%
Market index (Vanguard Intl Shares Index Hdg AUD TR)
Total return 0.87% 5.67% 9.66% 13.17% 16.48% 15.02% 12.89% 11.13%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Mercer Sustainable plus Intrntl Shares Fund Hedged
International Equities
99.21%
Cash
0.79%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
98.27%
Cash
1.44%
Australian Equities
0.06%
Property & Infrastructure
0.20%
Fixed Interest
0.03%
Alternatives
0%

General Information

Fund Details
Type Description
Mercer Sustainable plus Intrntl Shares Fund Hedged
Mercer Investments (Australia) Limited
NCL4057AU
Equity World - Currency Hedged
starstar (as at 31 Aug 2025)
Investment Fund
25 Nov 2016
$264.3 million (as at 29 Sep 2025)
$1.253 (as at 29 Sep 2025)
$1.25 (as at 29 Sep 2025)
Open
Offer information
Type Description
MER 1.01% (as at 1 Dec 2024)
Indirect Cost Ratio (ICR) 1.01% (as at 30 Jun 2024)
Performance fee (not included in ICR) Not Available
Minimum initial investment $500,000
Minimum additional investments $5,000.00

FAQs about the Mercer Sustainable plus Intrntl Shares Fund Hedged

The objective of the Mercer Sustainable plus Intrntl Shares Fund Hedged managed fund is The Class aims to exceed the benchmark, before management costs, over the medium to long term.

The strategy of the Mercer Sustainable plus Intrntl Shares Fund Hedged managed fund is This Class invests in global shares using a sustainable and multi-manager approach, with returns hedged for currency movements.Diversification is achieved at the manager, sector and stock levels. The investment managers for the Fund must take into account the sustainable investment criteria set out in this PDS and Mercer's Sustainable Investment Policy, which includes our four-pillar framework covering: ESG integration, active ownership, thematic investment and screening.

The APIR code of the Mercer Sustainable plus Intrntl Shares Fund Hedged managed fund is NCL4057AU.

Mercer Sustainable plus Intrntl Shares Fund Hedged’s total return last month was 1.41%. This was made up of a growth return of 1.41% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Mercer Sustainable plus Intrntl Shares Fund Hedged’s total return for the last three months was 7.39%. This was made up of a growth return of 7.39% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

Mercer Sustainable plus Intrntl Shares Fund Hedged’s one-year total return is 10.15%. This was made up of a growth return of 10.15% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Mercer Sustainable plus Intrntl Shares Fund Hedged’s one-year total return is 12.23%. This was made up of a growth return of 1.11% and an income return of 11.12%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the Mercer Sustainable plus Intrntl Shares Fund Hedged managed fund is :

International Equities
99.21%
Cash
0.79%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Mercer Sustainable plus Intrntl Shares Fund Hedged managed fund is Mercer Investments (Australia) Limited.

The Mercer Sustainable plus Intrntl Shares Fund Hedged managed fund belongs to the Equity World - Currency Hedged sector/asset class.

As at 29 Sep 2025, the size of the Mercer Sustainable plus Intrntl Shares Fund Hedged managed fund was $264.3 million.

The Mercer Sustainable plus Intrntl Shares Fund Hedged managed fund has an inception date of 25 Nov 2016.

The current entry price of the Mercer Sustainable plus Intrntl Shares Fund Hedged managed fund is $1.253 per unit and the current exit price is $1.25 per unit (as at 29 Sep 2025).

The current exit price of the Mercer Sustainable plus Intrntl Shares Fund Hedged managed fund is $1.25 per unit and the current entry price is $1.253 per unit (as at 29 Sep 2025).

The minimum initial investment amount for the Mercer Sustainable plus Intrntl Shares Fund Hedged 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.