Mercy Super - Always for you
Login

Our investment philosophy

Our philosophy includes the following investment beliefs that help us deliver the intended outcomes for our members:

  1. We believe strong governance of the investment decision making process and structures leads to improved member outcomes.
  2. We recognise the need to take risk in a considered way to achieve our return objectives. Risk is only taken when we think we will be appropriately rewarded for it.
  3. We aim to invest responsibly by supporting positive environmental, social and governance initiatives where it is practical to do so.
  4. Strategic asset allocation drives most of the Fund’s return and volatility over the long term. we believe in a dynamic approach in managing asset allocation to improve the probability of meeting our investment objectives.
  5. We believe real long-term returns, net of fees, are most important. We aim to deliver member outcomes and competitive returns versus peers.
  6. We believe diversification is a useful investment strategy. We aim to capture most of the upside in strong markets and minimise losses when markets are weak.
  7. We outsource our asset management to appropriately qualified investment managers. We employ active managers where we have a high level of conviction in their ability to add value.
  8. We use our size and long-term investment time horizon to our members’ advantage when choosing investments.

 

 

 

Latest news

Restructure of the Socially Responsible investment option

Restructure of the Socially Responsible investment option

In February 2021 we advised members of the decision to redeem the assets supporting the Socially Responsible investment option... Read more
Claiming a tax deduction for your personal super contributions

Claiming a tax deduction for your personal super contributions

If you’ve made contributions to your super from your after-tax income you may be able to claim them as... Read more
Extension of temporary reduction in minimum drawdown requirements for account based income streams

Extension of temporary reduction in minimum drawdown requirements for account based income streams

In late May 2021, the Government announced an extension of the temporary reduction in the minimum drawdown requirements for... Read more