InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. Mercer Wellington Global Equity MPS - Managed fund profile

Mercer Wellington Global Equity MPS - Managed Fund

Fund Objective
The Fund aims to exceed the benchmark; before management fees and costs; over the medium to long term.
Fund Strategy
The Fund provides exposure to international share markets utilising an active; single-manager approach. It invests predominantly in developed markets but may also have an allocation to shares in emerging 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

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 1.99% 6.5% 2.98% 14.04% 13.01% 15.23% 13.67% -%
Growth return 1.99% -2.45% -5.8% 3.99% 4.56% 7.42% 3.42% -%
Income return 0% 8.95% 8.78% 10.05% 8.45% 7.81% 10.25% -%
Market index (MSCI World Ex Australia NR AUD)
Total return 0.92% 6.62% 5.1% 20.06% 19.45% 20.5% 15.74% 12.6%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Mercer Wellington Global Equity MPS
International Equities
93.87%
Cash
2.97%
Property & Infrastructure
3.17%
Australian Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
95.50%
Cash
1.75%
Property & Infrastructure
1.15%
Australian Equities
1.45%
Fixed Interest
0%
Alternatives
0.14%

General Information

Fund Details
Type Description
Mercer Wellington Global Equity MPS
Mercer Investments (Australia) Limited
WFS5913AU
Equity World Large Blend
starstarstar (as at 31 Aug 2025)
Investment Fund
15 Oct 2018
$139.6 million (as at 12 Sep 2025)
$1.2674 (as at 12 Sep 2025)
$1.2644 (as at 12 Sep 2025)
Open
Offer information
Type Description
MER 0.89% (as at 1 Dec 2024)
Indirect Cost Ratio (ICR) 0.89% (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 Wellington Global Equity MPS

The objective of the Mercer Wellington Global Equity MPS managed fund is The Fund aims to exceed the benchmark; before management fees and costs; over the medium to long term.

The strategy of the Mercer Wellington Global Equity MPS managed fund is The Fund provides exposure to international share markets utilising an active; single-manager approach. It invests predominantly in developed markets but may also have an allocation to shares in emerging 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 Wellington Global Equity MPS managed fund is WFS5913AU.

Mercer Wellington Global Equity MPS’s total return last month was 1.99%. This was made up of a growth return of 1.99% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Mercer Wellington Global Equity MPS’s total return for the last three months was 6.5%. This was made up of a growth return of -2.45% and an income return of 8.95%%. These returns were calculated as at 31 Aug 2025.

Mercer Wellington Global Equity MPS’s one-year total return is 14.04%. This was made up of a growth return of 3.99% and an income return of 10.05%. These returns were calculated as at 31 Aug 2025.

Mercer Wellington Global Equity MPS’s one-year total return is 15.23%. This was made up of a growth return of 7.42% and an income return of 7.81%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the Mercer Wellington Global Equity MPS managed fund is :

International Equities
93.87%
Cash
2.97%
Property & Infrastructure
3.17%
Australian Equities
0%
Fixed Interest
0%
Alternatives
0%

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

The Mercer Wellington Global Equity MPS managed fund belongs to the Equity World Large Blend sector/asset class.

As at 12 Sep 2025, the size of the Mercer Wellington Global Equity MPS managed fund was $139.6 million.

The Mercer Wellington Global Equity MPS managed fund has an inception date of 15 Oct 2018.

The current entry price of the Mercer Wellington Global Equity MPS managed fund is $1.2674 per unit and the current exit price is $1.2644 per unit (as at 12 Sep 2025).

The current exit price of the Mercer Wellington Global Equity MPS managed fund is $1.2644 per unit and the current entry price is $1.2674 per unit (as at 12 Sep 2025).

The minimum initial investment amount for the Mercer Wellington Global Equity 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.