Mercer Investments (Australia) Limited runs 21 funds available to UK investors on Funds Benchmark, with £42.0B in combined assets under management. The book is concentrated in Equity (13 funds), Bond (5 funds), Multi-Asset (3 funds). The average ongoing charge (OCF) across the range is 0.01% — competitive for actively-managed funds. Every fund below links to a live detail page with its latest price, factsheet-style performance over 1Y / 3Y / 5Y, fees and full holdings — all comparable side by side against benchmark and peers.
| # | Fund | 1Y | AUM | OCF |
|---|---|---|---|---|
| 1 |
Equity Global
AU60NCL00086
|
+39.3% | £708M | 0.00% |
| 2 |
Equity Global
AU60MIN00370
|
+37.4% | £2.2B | — |
| 3 |
Equity Global
AU60NCL00060
|
+29.1% | £1.7B | — |
| 4 |
Equity Global
AU60NCL40579
|
+28.0% | £229M | 0.01% |
| 5 |
Equity Global
AU60NCL00128
|
+22.2% | £606M | 0.01% |
| 6 |
Equity Global
AU60MIN00172
|
+20.4% | £1.5B | 0.01% |
| 7 |
Equity Global
AU60NCL00045
|
+20.1% | £5.7B | — |
| 8 |
Equity Global
AU60ADV00569
|
+20.0% | £7.5B | — |
| 9 |
Multi-Asset Global
AU60ADV00247
|
+18.3% | £1.1B | 0.01% |
| 10 |
Equity Australia
AU60MIN00362
|
+17.7% | £700M | 0.02% |
| 11 |
Equity Global
AU60NCL40397
|
+16.9% | £637M | 0.01% |
| 12 |
Bond Global
AU60MIN00826
|
+13.8% | £1.5B | 0.01% |
| 13 |
Bond Australia
AU60ADV00692
|
+13.7% | £720M | 0.00% |
| 14 |
Multi-Asset Global
AU60BTA02217
|
+13.7% | £2.0B | — |
| 15 |
Equity Australia
AU60NCL00029
|
+13.6% | £6.1B | — |
| 16 |
Equity Australia
AU60ADV00627
|
+13.5% | £4.0B | — |
| 17 |
Multi-Asset Global
AU60BTA02233
|
+13.5% | £1.0B | 0.01% |
| 18 |
Bond Australia
AU60MIN00461
|
+11.6% | £2.1B | — |
| 19 |
Bond Global
AU60ADV00585
|
+11.2% | £710M | 0.00% |
| 20 |
Bond Australia
AU60ADV00643
|
+9.7% | £752M | 0.00% |
| 21 |
Equity Australia
AU60ADV00601
|
-7.7% | £449M | 0.00% |
Mercer Investments (Australia) Limited has 21 funds covered by Funds Benchmark across Equity, Bond, Multi-Asset.
Add any fund to a side-by-side comparison with up to 5 competitor funds.
Every Mercer Investments (Australia) Limited fund's detail page on Funds Benchmark shows its latest price (NAV), cumulative and discrete performance, ongoing charge, fund size and full holdings — the same data a factsheet carries, kept current from FE fundinfo and shown side by side against benchmark and peers.
We list 21 Mercer Investments (Australia) Limited funds available to UK investors. Not every share class is offered by every platform — check your broker's fund list before placing an order. Use the search above each fund to see its full ISIN and pricing details.
Mercer Investments (Australia) Limited's largest exposure is in Equity alongside 2 other asset classes . The full breakdown by count is shown above. You can also filter the firm's funds by asset class using the buttons on the Fund Finder.
Open any Mercer Investments (Australia) Limited fund's detail page to see its quartile rank against peers in the same IA sector, cumulative and discrete performance over 1Y / 3Y / 5Y, risk metrics (volatility, Sharpe, max drawdown), and full holdings breakdown. Performance data is from FE fundinfo and refreshed monthly.
Across the Mercer Investments (Australia) Limited retail share classes we cover, the average ongoing charge (OCF) is 0.01%. Individual share classes vary — institutional and clean retail classes are typically cheaper than legacy retail classes with embedded platform fees. Each fund's detail page shows the OCF for that specific share class.
The table above lists every Mercer Investments (Australia) Limited fund we cover, sortable by AUM, 1Y / 3Y / 5Y return, and ongoing charge. The Fund Finder offers more granular filtering across multiple managers at once.
