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Mercer Ethical Leaders Conservative Fund
The fund is a diversified portfolio that is primarily invested in a mix of income assets (e.G., cash and fixed income), with a moderate exposure to growth assets (e.G., shares and listed property). The fund takes a sustainable investment approach and is managed to specific ‘sustainable investment’ criteria which prohibit investments in certain companies or activities, and encourage investment in companies with strong environmental, social and governance characteristics. This fund is governed by the Supplementary Sustainable Investment Policy and has been certified by the Responsible Investment Association of Australasia (RIAA).
The fund aims to provide moderate returns, to protect capital, and to outperform, over the medium term, the weighted average return of the market indices used to measure performance of the underlying funds/assets in which the fund invests.