Mercer Phoenix Investment Portfolio, a series of Mercer Group Trust

CIK: 0001551494·Pooled Investment Fund·Norwood, MA·Other

Reported Sold

$464,664,796

Total Filings

12

Identified Offerings

1

Last Filed

May 26, 2023

Employees

—

Reported sold uses the latest linked filing for each identified offering; it is not verified lifetime funding. SPV filings are shown separately.

About

Company in Pooled Investment Fund industry

Filing History

Amendment insights

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Comparable issuers

Company Info

Entity Type: Other

View on SEC EDGAR

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Offering filing timeline

May 26, 2023Form D/A — Amendment

Reported sold: $464,664,796 · Target: Indefinite

Rule 506(b)·1 investor·Section 3(c), Section 3(c)(7)

May 26, 2022Form D/A — Amendment

Reported sold: $464,664,796 · Target: Indefinite

Rule 506(b)·1 investor·Section 3(c), Section 3(c)(7)

May 26, 2021Form D/A — Amendment

Reported sold: $464,664,796 · Target: Indefinite

Rule 506(b)·1 investor·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold

May 26, 2020Form D/A — Amendment

Reported sold: $443,762,702 · Target: Indefinite

Rule 506(b)·1 investor·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold

May 23, 2019Form D/A — Amendment

Reported sold: $442,328,094 · Target: Indefinite

Rule 506(b)·1 investor·Section 3(c), Section 3(c)(7)

May 23, 2018Form D/A — Amendment

Reported sold: $442,328,094 · Target: Indefinite

Rule 506(b)·1 investor·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold

May 23, 2017Form D/A — Amendment

Reported sold: $426,764,828 · Target: Indefinite

Rule 506(b)·1 investor·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold

May 23, 2016Form D/A — Amendment

Reported sold: $500,463,462 · Target: Indefinite

Rule 506(b)·1 investor·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold

May 21, 2015Form D/A — Amendment

Reported sold: $482,920,022 · Target: Indefinite

Rule 506(b)·1 investor·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold

May 22, 2014Form D/A — Amendment

Reported sold: $399,208,512 · Target: Indefinite

Rule 506(b)·1 investor·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold, Exemptions

May 22, 2013Form D/A — Amendment

Reported sold: $394,423,512 · Target: Indefinite

Rule 506·1 investor·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold

Jun 6, 2012Form D — New notice

Reported sold: $390,000,000 · Target: Indefinite

Rule 506·1 investor·Section 3(c), Section 3(c)(7)

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

1

Revenue Range

—

Reported commissions across identified offerings

$0

Amendment Rate

92%

Latest reported sold across 1 identified offering

$464,664,796

Uses the latest linked filing for each offering. This is not a measure of money raised in the last year or verified lifetime funding.

Key People

RJ

Related Person

Appears on 11 filings

LV

Related Person

Appears on 10 filings

MI

Mercer Investment Management, Inc.

Related Person

Appears on 6 filings

MI

Mercer Investments LLC

Related Person

Appears on 5 filings

MW

Related Person

Appears on 4 filings

TM

Related Person

Appears on 3 filings

JJ

Related Person

Appears on 2 filings

JT

Related Person

Appears on 2 filings

Filing History

Date	Type	Offering target	Reported sold	Investors
May 26, 2023	Amendment	Indefinite	$464,664,796	1
May 26, 2022	Amendment	Indefinite	$464,664,796	1
May 26, 2021	Amendment	Indefinite	$464,664,796	1
May 26, 2020	Amendment	Indefinite	$443,762,702	1
May 23, 2019	Amendment	Indefinite	$442,328,094	1
May 23, 2018	Amendment	Indefinite	$442,328,094	1
May 23, 2017	Amendment	Indefinite	$426,764,828	1
May 23, 2016	Amendment	Indefinite	$500,463,462	1
May 21, 2015	Amendment	Indefinite	$482,920,022	1
May 22, 2014	Amendment	Indefinite	$399,208,512	1
May 22, 2013	Amendment	Indefinite	$394,423,512	1
Jun 6, 2012	New	Indefinite	$390,000,000	1