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Mercer Australian Shares Fund For Tax Exempt Investors (0P0000YVT0)

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1.095 -0.002    -0.15%
21/11 - Closed. Currency in AUD
Type:  Fund
Market:  Australia
Issuer:  Mercer (Australia) Pty Ltd
ISIN:  AU60MIN00875 
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 949.14M
Mercer Australian Shares Fund for Tax Exempt Inves 1.095 -0.002 -0.15%

Mercer Australian Shares Fund For Tax Exempt Investors Overview

 
On this page you'll find an in-depth profile of Mercer Australian Shares Fund For Tax Exempt Investors. Learn about the key management, total assets, investment strategy and contact information of 0P0000YVT0 among other information.
Category

Equity Australia Large Blend

Total Assets

949.14M

Expenses

Inception Date

May 13, 2013

Investment Strategy

The Fund provides exposure to Australian shares utilising an actively managed, multi-manager approach. The Fund's investment managers utilise tax effective strategies in their investment decision making process. The Fund is designed specifically for investors who are tax exempt and can reclaim franking credits. Diversification is achieved at the manager, sector and stock levels, with a focus on operational efficiency and sustainability.

Contact Information

Address 201 Sussec Street
Sydney,NSW 2000
Australia
Phone +61 02 8864 6800
Fax +61 02 8915 1526

Top Executives

Name Title Since Until
Adam Deering - 2018 Now
Biography Adam joins Mercer as Senior Portfolio Manager, Equities on April 1st, after joining the BT Investment Solutions team in June 2018 as a Portfolio Analyst within the Equities Team. Promoted to Assistant Portfolio Manager in October 2020, Adam worked closely supporting the Head of Equities on the day-to-day management of the Mercer Australia, International Equities and Emerging Market Equities strategies, including risk management, manager rebalancing and daily oversight of investment managers. He’s responsible for contributing to manager research, portfolio construction and the on-going monitoring of these strategies. Prior to joining Mercer, Adam was a Senior Research Analyst at Commonwealth Bank of Australia, focusing on multiple asset classes and was the sector lead for Australian Equities, assisting in the construction and monitoring of the Model Portfolios and the Approved Product List. Earlier in his career Adam held roles including that of a Research Analyst at a boutique financial planning firm and an Economic Analyst at the ACT Treasury. Adam has a Bachelor of Economics (University of Sydney) and is a CFA Charter holder.
Shannon Reilly - 2013 Now
Biography Shannon Reilly is a Principal in Mercer’s Investments business, based in Melbourne. Shannon is responsible for the management and oversight of Mercer’s domestic and global equity portfolios including all manager selection and portfolio construction decisions. Prior to this role, Shannon supported the senior members of the Investment Management team as a senior analyst, focusing on the management of Mercer’s equities portfolios and leading the development of Mercer’s Investment Risk Management function. Prior to joining Mercer in January 2012, Shannon spent three years at the Department of Planning and Community Development as a project officer and community infrastructure grants program coordinator. Shannon holds a Master of Finance from the Royal Melbourne Institute of Technology University, and a Bachelor of Business from Swinburne University of Technology.
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