Mercer shows investment returns after fees and tax (for each of the three tax rates – PIR’s), because we believe these figures more closely reflect the actual returns you receive as an investor.
A full monthly report can be viewed here.
It is important to note that the investment returns shown don’t tell you how the investment will perform in the future.
Your individual returns within an investment portfolio will depend on timing of contribution payments and actual fees charges, allowing for any fee rebates. The returns shown are therefore indicative of investment results but may differ from the actual fees and tax return achieved by you.
To change funds, please call us on 0508 637 237 and we can do it over the phone or sign in to your account here.
Our financial advisers can help you choose the right investment strategy for your circumstances. Please contact our team on 0508 637 237 and ask to speak to an adviser.