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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

Annual Members’ Meeting – 1 March 2021

Annual Members’ Meeting – 1 March 2021

All members are invited to join our Annual Members’ Meeting which will be held at 1:00pm on Monday 1... Read more
Nominations for Mercy Super trustee director position now open

Nominations for Mercy Super trustee director position now open

Trustee elections let you have a say in who is on your Trustee Board. Mercy Super is the super... Read more
Changes to the Socially Responsible investment option

Changes to the Socially Responsible investment option

Mercy Super established the Socially Responsible investment option in December 2007. This option was designed to provide members access... Read more