Mercer Investments (Australia) Limited Funds

Manager
+14.0%

£22.4B combined fund size · 3 asset classes · average OCF 0.70%.

How Mercer Investments (Australia) Limited funds have returned on average.

Average 1Y return to September 2026 end, GBP net total return.

The headline is the average return of the funds, to September 2026 end. The chart follows the largest funds, equal weighted, weekly points built from daily prices, to 16 Oct 2026. They measure different things, so the numbers differ.

Source: FE fundinfo. Past performance is not a reliable guide to future returns.

Composite of the largest funds with 1Y of history, equal weight, GBP total return, NAV to 16 Oct 2026. 10 funds.

Funds in this line

The funds used in the chart above.

Funds
21
Fund size (GBP)
£22.4B
Asset classes
3
Average ongoing charge
0.70%

Mercer Investments (Australia) Limited funds are covered on Funds Benchmark, with £22.4B in combined fund size, in GBP (funds that disclose size). The range is concentrated in Equity, Bonds, Multi-asset. The average ongoing charge (OCF) across the range is 0.70%. Every fund below links to a detail page with its latest price, performance over 1Y / 3Y / 5Y where available, fees and holdings, comparable side by side against benchmark and peers.

Next: Screen Mercer Investments (Australia) Limited funds in Find Funds or browse all Mercer Investments (Australia) Limited funds.

Asset class mix

What Mercer Investments (Australia) Limited funds are made of.
76.2%
Equity
  • Equity76.2%
  • Bonds13.9%
  • Multi-asset9.9%
Equity is the largest at 76.2%. Share of fund assets, funds that disclose size.

Asset classes within this manager

Pick one to filter the funds and holdings below.
Equity 11 funds · 57.9% average portfolio share across Mercer Investments (Australia) Limited funds +18.5% ▲ Average 1Y return
Multi-asset 3 funds · 9.9% of assets +13.5% ▲ Average 1Y return
Bonds 5 funds · 13.9% of assets +8.1% ▲ Average 1Y return

Fund counts here are a separate set from the Funds figure above.

Dots: last Friday of each month, GBP total return, ten most exposed funds with the sub-category at 10% or more (at least five funds), equal weighted, against the whole category (small grey dots). Bars: average portfolio share, relative to the largest.

Mercer Investments (Australia) Limited holdings

Positions that appear most often among the ten largest holdings of these funds.
1 NVIDIA CORPORATION 4.6%
2 APPLE INC. 4.0%
3 ALPHABET INC. 2.9%
4 MICROSOFT CORPORATION 3.2%
5 BHP GROUP LIMITED 6.7%
6 COMMONWEALTH BANK OF AUSTRALIA 5.5%
7 AMAZON.COM, INC. 2.8%
8 NATIONAL AUSTRALIA BANK LIMITED 2.7%

Positions that appear most often among the ten largest holdings of the funds we list. Bar = average weight among the funds that have the position in their ten largest holdings.

Mercer Investments (Australia) Limited funds by 1Y return

Up to 30 funds ordered by 1 year return to September 2026. Past performance is not a reliable guide to future returns.

Categories

Number of Mercer Investments (Australia) Limited funds in each FE sector.
Global14
Australia7

Fund data from FE fundinfo. Past performance is not a reliable guide to future returns. Funds Benchmark provides information only and does not give investment advice.

All Mercer Investments (Australia) Limited funds (21)

Equity (13)

Bonds (5)

Multi-asset (3)

Compare Mercer Investments (Australia) Limited funds side by side

See every Mercer Investments (Australia) Limited fund in one place, then pick up to 5 to compare on performance, holdings and fees.

Compare Mercer Investments (Australia) Limited funds

About Mercer Investments (Australia) Limited

Where can I find Mercer Investments (Australia) Limited fund prices and factsheets?

Every Mercer Investments (Australia) Limited fund's detail page on Funds Benchmark shows its latest price (NAV), performance, ongoing charge, fund size and holdings where available. The data comes from FE fundinfo and is shown alongside the fund's benchmark and peers.

Which Mercer Investments (Australia) Limited funds does Funds Benchmark cover?

Funds Benchmark covers the Mercer Investments (Australia) Limited funds listed on this page, grouped by asset class. Funds differ in domicile and legal structure, and whether you can buy a given fund depends on your country, your platform and the fund's own documentation. Check each fund's details before investing.

What asset classes does Mercer Investments (Australia) Limited cover?

Mercer Investments (Australia) Limited's largest group on Funds Benchmark is Equity, alongside other asset classes. The groups are listed in the all funds section on this page, and you can filter the firm's funds by asset class in the Fund Finder.

How are Mercer Investments (Australia) Limited funds rated against peers?

Open any Mercer Investments (Australia) Limited fund's detail page to see how it compares with peers where peer data is available, along with performance over 1Y / 3Y / 5Y where available, risk metrics such as volatility, Sharpe ratio and maximum drawdown where available, and its holdings. Performance data is from FE fundinfo. Past performance is not a reliable guide to future returns.

What's the average fee on Mercer Investments (Australia) Limited funds?

Across the funds we cover, the average ongoing charge (OCF) is 0.70%. Individual share classes vary, so check the OCF on each fund's page.

Where can I see Mercer Investments (Australia) Limited's top-performing funds?

The table on this page shows up to 30 Mercer Investments (Australia) Limited funds ordered by 1 year return. Past performance is not a reliable guide to future returns. The Fund Finder lets you filter Mercer Investments (Australia) Limited funds and compare them with funds from other managers by performance, fees and asset class.