Each year we publish a Mercer Super Trust Annual Report (Fund Information Statement) which contains important information about our fund, any changes that we’ve made, our investment options and performance plus much more.
The Mercer Super Trust Annual Report (Fund Information Statement) now consists of up to three parts:
Part one: The Mercer Super Trust 2024 Annual Report (Fund Information Statement)
Contains a general update on the Mercer Super Trust and tells you about the changes that have been made to the Mercer Super Trust during the year to 30 June 2024.
Part two: The Investment Options Details booklet
Contains information about the different investment options available in the:
- Corporate Superannuation Division (CSD)
- Allocated Pension Division (APD)
- Mercer MyChoice in the Retail Division
It also includes information on investment objectives, investment performance, investment fees and costs, transaction costs and asset allocation for these investment options for the year ending 30 June 2024.
Part three: Supplementary Annual Report (Fund Information Statement)
Is supplied to members where there is additional information specific to their plan which is required to be reported for the year ended 30 June 2024.
All parts should be read in conjunction and kept together for future reference.