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1 Mercer Super Trust’s analysis of Mercer SmartPath investment performance in the Corporate Superannuation Division (after investment fees and taxes) for the 2022/23, 2023/24, 2024/25 and 2025/26 financial years. Mercer SmartPath default investment options achieved returns of between 10.0% and 12.6% for members aged between 18 and 52 years old across the 2022/23, 2023/24, 2024/25 and 2025/26 financial years. For members aged 52 or over, Mercer SmartPath default investment options achieved returns between 6.8% and 12.4% across the 2022/23, 2023/24, 2024/25 and 2025/26 financial years. Based on membership data as at 31 March 2026 for the Corporate Superannuation Division of Mercer Super for members invested in Mercer SmartPath for the entire period. Approximately 80% of Mercer SmartPath members within the Corporate Superannuation Division benefited from double-digit returns across the four financial years.
The trustee has appointed Mercer Investments (Australia) Limited (MIAL) ABN 66 008 612 397 AFSL #244385 as an implemented consultant to provide investment strategy advice, portfolio management and implementation services including investment manager selection and monitoring. MIAL is also the responsible entity of a number of investment funds (the Mercer Funds). Mercer Super Trust invests in the Mercer Funds. Neither MSAL or MIAL or any of the underlying fund investment managers guarantee the investment performance, earnings or return of capital invested in any of the Mercer Super Trust investment options.
Mercer Financial Advisers are authorised representatives of Mercer Financial Advice (Australia) Pty Ltd (MFAAPL) ABN 76 153 168 293, Australian Financial Services Licence #411766. The trustee has appointed MFAAPL to provide financial advice services for members of the Mercer Super Trust.