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Notices and disclosures

New Zealand Business Update

Macquarie Asset Management completes change of Manager for retail and wholesale Funds in New Zealand

On Friday 3 March 2023, the transition of Macquarie Asset Management’s (MAM) retail and wholesale funds in New Zealand to Mercer (N.Z) Limited (Mercer) was completed.

The Manager change offers strategic benefits to clients in the funds, bringing together MAM’s global investment expertise and the strength of Mercer’s well-established multi-manager platform. While Mercer already has a significant presence in the New Zealand market, a number of MAM’s funds are unique propositions that will enable Mercer to expand in both institutional and retail segments of the market.

MAM remains committed to the New Zealand market and will retain a local investment management presence with the NZ Fixed Income capability remaining in New Zealand. The Macquarie NZ Fixed Income team will continue as investment manager of the Mercer Macquarie NZ Fixed Interest Fund, Mercer Macquarie NZ Short Duration Fund and Mercer Macquarie NZ Cash Fund.

Macquarie Investment Management Global Limited (MIMGL) will also remain investment manager of Mercer Macquarie Global Listed Real Estate Fund, Mercer Macquarie Global Listed Infrastructure Fund, Mercer Macquarie Australian Shares Fund, Mercer Macquarie Global Income Opportunities Fund and Mercer Macquarie Real Return Opportunities Fund. MAM will also manage bespoke individually managed portfolios for clients in cash and fixed income, listed infrastructure, listed real estate and Australian and New Zealand equities.

For further information about the Funds, please visit multimanager.mercer.co.nz.

Contact details

For information on your account or the Mercer Investment Funds, please contact:

Jenny Edwards, Relationship Manager
Brian Kearney, Head of Investment Solutions

 

For information on Macquarie Asset Management Funds, please contact:

Matt De La Mare, Institutional Relationship Manager
Continue to Mercer

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Macquarie Asset Management is a leading global asset manager offering a diverse range of investment solutions, including real assets, real estate, and credit.

 

This information is a general description of Macquarie Asset Management only. The views expressed in this website represent those of the relevant investment team and are subject to change. No information set out above constitutes advice, an advertisement, an invitation, a confirmation, an offer or a solicitation, to buy or sell any security or other financial product or to engage in any investment activity, or an offer of any banking or financial service. Some products and/or services mentioned on this website may not be suitable for you and may not be available in all jurisdictions.

 

Investing involves risk including the possible loss of principal. The investment capabilities described in this website involve risks due, among other things, to the nature of the underlying investments. All examples herein are for illustrative purposes only and there can be no assurance that any particular investment objective will be realized or any investment strategy seeking to achieve such objective will be successful. Past performance is not a reliable indication of future performance.

 

Before acting on any information, you should consider the appropriateness of it having regard to your particular objectives, financial situation and needs and seek advice.

 

Other than Macquarie Bank Limited ABN 46 008 583 542 (“Macquarie Bank”), any Macquarie Group entity noted in this website is not an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Commonwealth of Australia).  The obligations of these other Macquarie Group entities do not represent deposits or other liabilities of Macquarie Bank.  Macquarie Bank does not guarantee or otherwise provide assurance in respect of the obligations of these other Macquarie Group entities.  In addition, if this website relates to an investment, (a) the investor is subject to investment risk including possible delays in repayment and loss of income and principal invested and (b) none of Macquarie Bank or any other Macquarie Group entity guarantees any particular rate of return on or the performance of the investment, nor do they guarantee repayment of capital in respect of the investment.

 

Additional important information (including regional disclosures)

 

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