1131.0 - Directory of Superannuation Related Statistics, 1997  
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Contents >> Contributor Index >> William M Mercer Pty Ltd >> William M Mercer Pooled Funds Survey

William M Mercer Pooled Funds Survey

Name of Organisation
William M Mercer Pty Ltd
101 Collins Street
Switchboard: (03) 9245 5555
Facsimile: (03) 9245 5330
Email: sjackman@ozemail.com.au

Products and Services
Name/Title of Product
William M Mercer Pooled Funds Survey
Dissemination Media
Publication $300.00 pa. This is also available on floppy disk and as a software package. Prices for these two products are available on application.

About these statistics and to purchase these statistics
Ms Betty Ryan
Investment Analyst
Investment Consulting
Telephone: (03) 9245 5597

Broad Description
Investment returns of pooled superannuation funds.

Purpose of Data
Used for monitoring performance of fund managers.

Detailed Description
41 fund managers are included in the survey. The managers included are those involved in the wholesale segment of the superannuation industry.
Superannuation Data Items
The data are investment returns (net of tax and fees) achieved by each manager included in the table over four periods being 3 months, 1 year, 3 year and 5 year.

Source data (in terms of unit prices) are collected directly from fund managers.

Method of Collection
Unit prices are sent to William M Mercer at the end of each month by fund managers included in the survey. The survey covers all significant fund managers in the industry.


Results are available approximately 10 days after the end of the survey month.

Historical Data
Data are available from January 1971.

Geographic Breakdown
Australia only.

Confidentiality and Availability
Not applicable. The Mercer Pooled Fund Survey is published in the Business Review Weekly every month.

Unpublished Information
Additional information is available on request.

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