Mercer Investments is a dedicated, global asset management business that offers comprehensive investment solutions utilizing a multi-manager investment philosophy.

 

Please click here for Mutual Funds offered to US Institutional Investors

Proxy voting - Records and policies

 

Please click here for more information.

Risks

 

Equity funds are primarily subject to all the investment risks associated with underlying stocks. Stocks have shown greater growth potential than other types of securities, but they have also shown greater volatility and risk of loss. Investments made in small- or mid-cap stocks are generally more volatile and subject to greater risk. Investments made in foreign or emerging markets are subject to special risks that are not normally associated with domestic investment, including possible adverse currency fluctuations and political, social, and economic risks. There can be no assurance that any fund will achieve its objective.

 

Fixed income funds are primarily subject to all the investment risks associated with the underlying bonds and other fixed-income securities. Bonds are subject to interest rate and credit risk. As interest rates rise, the value of a Bond Fund can go down and an investor can lose principal. Investments made in high yield bonds are subject to greater volatility and potential loss of principal. Investments made in foreign and emerging market bonds are subject to special risks that are not normally associated with domestic investment, including possible adverse currency fluctuations and political, social and economic risks. There can be no assurance that any fund will achieve its objective.

 

Each of the Mercer Funds may invest in more aggressive investments such as derivatives, (futures, options, swaps) all of which may cause greater volatility and less liquidity. Derivatives are more sensitive to changes in market conditions and may amplify risks. Mercer US Large Cap Equity Fund, Mercer US Small/Mid Cap Equity Fund, Mercer Non-US Core Equity Fund, Mercer Emerging Markets Equity Fund and Mercer Global Low Volatility Equity Fund rely on quantitative models, techniques and risk analyses employed by one or more Subadvisers to the Fund which is designed to enhance potential return but if an error occurs, it could result in losses to the Fund.

 

Investors should carefully consider the fund's investment objectives, risks, charges, and expenses before investing. Please carefully read the summary prospectus or the prospectus before investing. To obtain a prospectus that contains this and other information, please visit Mercer’s website at https://www.delegated-solutions.mercer.com/us-home.html or call 1-800-346-2510. Mercer Funds are offered by prospectus only.

These webpages are for US Persons only. Products and services contained on these webpages may not be available for residents of other jurisdictions. Persons for whom such restrictions apply must not access these webpages. The information in these webpages does not constitute legal, tax or financial advice nor should any investment or any other decisions be made solely on the information contained herein. You should consult an attorney, tax professional, or other qualified experts regarding your specific situation and circumstances. Services in the US are provided by Mercer Investments LLC. Mercer Funds are distributed by MGI Funds Distributors, LLC.