Portfolio Performance
Providing portfolios that perform over time.
Mercer Advisors' Investment Portfolios have a proven track record with more than 27 years of success stories. We have developed a systematic approach to combine select award-winning and academically validated strategies to increase return, reduce risk and limit tax exposure within your portfolio.
Our advisors are not compensated by sales commissions. Therefore, our fee-only investment management services cannot be swayed by the latest sales pitches from Wall Street, thereby freeing us to act as a true fiduciary. As a result, our portfolios have performed consistently over time, including during some of the worst economic times seen in decades.
The Mercer Advisors Asset Optimization® Portfolios include thousands of customized portfolios. We have chosen four representative portfolios from among the hundreds we offer to illustrate the spectrum of risk and return available within our Quantitative Investing strategy. We refer to these portfolios as our “Core Four”. They range from aggressive to conservative in design.
The "Core Four" Portfolios Performance Charts
Important: While each of the "Core Four" portfolios has a stock allocation of 35% international, as well as a strong weighting toward small company, value and momentum stocks, these elements - along with the stock-to-bond ratio - are customized for each client. Additional asset classes such as U.S. and International REITs are also available to further customize a client’s portfolio. It is this customization process that defines the hundreds of portfolios managed by Mercer Advisors. Furthermore, in some cases, assets may be allocated to our Tax-managed or Fixed Income Separate Accounts as part of the customization process.
The Aggressive Portfolio
The Aggressive Portfolio 100.35.3 is composed of 90% stocks and 10% managed futures. The stock allocation is comprised of 35% international holdings and a strong weighting toward small company, value and momentum stocks. Additional asset classes, such as U.S. and International REITs, are also available.
The Moderate Portfolio
The Moderate Portfolio 80.35.3 is composed of 72% stocks, 8% managed futures and 20% bonds. The stock allocation is comprised of 35% international holdings and a strong weighting toward small company, value and momentum stocks. Additional asset classes, such as U.S. and International REITs, are also available.
The Balanced Portfolio
The Balanced Portfolio 60.35.3 is composed of 54% stocks, 6% managed futures and 40% bonds. The stock allocation is comprised of 35% international holdings and a strong weighting toward small company, value and momentum stocks. Additional asset classes, such as U.S. and International REITs, are also available.
The Conservative Portfolio
The Conservative Portfolio 40.35.3 is composed of 36% stocks, 4% managed futures and 60% bonds. The stock allocation is comprised of 35% international holdings and a strong weighting toward small company, value and momentum stocks. Additional asset classes, such as U.S. and International REITs, are also available.
1, 2, 3 See Disclosures.
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Forbes and Investment News rankings are for Mercer Global Advisors Inc.
