Mercer LifeStage Tracker - Born 2004 - 2008 (Retail)
What Mercer Super Trust's LifeStage Tracker - Born 2004 - 2008 (Retail) option holds, as disclosed at 30 June 2026. Source: Mercer portfolio holdings disclosure.
Mercer's main (default) option is Mercer SmartPath - Born 1969 to 1973, shown on the Mercer page with changes over time. This option is shown for reference and is not counted in the site's totals.
Option size
$70.1m
sum of disclosed assets
Listed shares
$51.4m
73% of the option
ASX holdings
$25.6m
301 stocks
Overseas shares
$28.6m
1,248 companies
Top ASX holdings
| Stock | Value | % of register |
|---|---|---|
| BHP BHP Group | $2.8m | 0.00% |
| CBA Commonwealth Bank of Australia | $2.5m | 0.00% |
| WBC Westpac Banking Corporation | $1.1m | 0.00% |
| NAB National Australia Bank | $1.1m | 0.00% |
| ANZ ANZ Group Holdings | $985k | 0.00% |
| WES Wesfarmers | $936k | 0.00% |
| MQG Macquarie Group | $820k | 0.00% |
| RIO RIO Tinto | $634k | 0.00% |
| GMG Goodman Group | $583k | 0.00% |
| TLS Telstra Group | $532k | 0.00% |
| CSL CSL | $514k | 0.00% |
| WDS Woodside Energy Group | $496k | 0.00% |
| WOW Woolworths Group | $457k | 0.00% |
| TCL Transurban Group | $403k | 0.00% |
| QBE QBE Insurance Group | $365k | 0.00% |
| ALL Aristocrat Leisure | $346k | 0.00% |
| COL Coles Group | $305k | 0.00% |
| FMG Fortescue | $293k | 0.00% |
| NST Northern Star Resources | $246k | 0.00% |
| BXB Brambles | $245k | 0.00% |
| EVN Evolution Mining | $226k | 0.00% |
| STO Santos | $218k | 0.00% |
| CPU Computershare | $194k | 0.00% |
| SCG Scentre Group | $190k | 0.00% |
| SUN Suncorp Group | $188k | 0.00% |
Where the option is invested
Overseas shares
Top overseas holdings
| Company | Value | % of listed shares |
|---|---|---|
| Nvidia NVDA | $1.5m | 2.84% |
| Apple AAPL | $1.4m | 2.66% |
| Alphabet (Google) GOOG | $1.3m | 2.31% |
| Microsoft MSFT | $850k | 1.57% |
| Amazon.com AMZN | $738k | 1.36% |
| Broadcom AVGO | $547k | 1.01% |
| Micron Technology MU | $459k | 0.85% |
| Meta Platforms (Facebook) META | $418k | 0.77% |
| Tesla TSLA | $340k | 0.63% |
| Advanced Micro Devices AMD | $337k | 0.62% |
| Eli Lilly LLY | $325k | 0.60% |
| ASML ASML | $297k | 0.55% |
| JPMorgan Chase JPM | $267k | 0.49% |
| Lam Research LRCX | $227k | 0.42% |
| Applied Materials AMAT | $213k | 0.39% |
| Berkshire Hathaway BRKB | $213k | 0.39% |
| Johnson & Johnson JNJ | $208k | 0.38% |
| Intel INTC | $184k | 0.34% |
| Cisco Systems CSCO | $173k | 0.32% |
| AbbVie ABBV | $164k | 0.30% |
Listed shares by country
Country where the company is based (from its ISIN or home listing), not where the shares trade.
How much is Mercer LifeStage Tracker - Born 2004 - 2008 (Retail) invested in the US, China or India?
- Australia: $25.6m, 47.2% of Mercer's LifeStage Tracker - Born 2004 - 2008 (Retail) option's listed shares, at 30 June 2026.
- The US: $20.1m in companies based in the US, 37.2% of its listed shares.
- The UK: $798k in companies based in the UK, 1.5% of its listed shares.
- Japan: $1.7m in companies based in Japan, 3.1% of its listed shares.
- China: none among listed shares.
- India: none among listed shares.
- Canada: $1.0m in companies based in Canada, 1.9% of its listed shares.
- Switzerland: $889k in companies based in Switzerland, 1.6% of its listed shares.
- The Netherlands: $667k in companies based in the Netherlands, 1.2% of its listed shares.
Many Chinese companies are incorporated in the Cayman Islands or listed in Hong Kong, and count there: Hong Kong 0.18% and Cayman Islands 0.10%.
Mercer's other options
Mercer SmartPath - Born 1969 to 1973 (main option) Mercer SmartPath - Born 1974 to 1978Mercer SmartPath - Born 1979 to 1983Mercer SmartPath - Born 1984 to 1988Mercer SmartPath - Born 1964 to 1968Mercer High GrowthMyChoice Mercer High Growth (Retail)Mercer GrowthMyChoice Mercer Growth (Retail)Mercer SmartPath - Born 1989 to 1993Mercer SmartPath - Born 1959 to 1963Mercer Select GrowthMercer International SharesMercer Australian SharesMercer CashMyChoice Mercer Cash (Retail)Mercer SmartPath - Born 1994 to 1998Mercer Moderate GrowthMyChoice Mercer Moderate Growth (Retail)Mercer Conservative GrowthMercer SmartPath - Born 1954 to 1958Mercer Enhanced Passive GrowthMySuper Macquarie Balanced GrowthMercer SmartPath - Born 1999 to 2003Mercer Passive International SharesMyChoice Mercer Passive International Shares (Retail)Mercer Sustainable High GrowthFord SelectLutheran Balanced GrowthMercer Sustainable Conservative GrowthMercer Passive Australian SharesMyChoice Mercer Passive Australian Shares (Retail)LifeStage Tracker - Born 1974 - 1978 (Retail)LifeStage Tracker - Born 1979 - 1983 (Retail)Mercer SmartPath - Born 1949 to 1953LifeStage Tracker - Born 1969 - 1973 (Retail)Mercer Fixed InterestLifeStage Tracker - Born 1984 - 1988 (Retail)Mercer Passive Australian Listed PropertyMercer Direct (Super)LifeStage Tracker - Born 1989 - 1993 (Retail)LifeStage Tracker - Born 1994 - 1998 (Retail)Mercer Heritage Australian SharesJANA AggressiveMercer Enhanced Passive Conservative GrowthMercer International Shares - HedgedLifeStage Tracker - Born 1964 - 1968 (Retail)JANA AssertiveLifeStage Tracker - Born 1999 - 2003 (Retail)JANA ModerateVirgin - Indexed Overseas Shares (Retail)Mercer SmartPath - Born 1944 to 1948Virgin - Indexed Australian Shares (Retail)Mercer PropertyMercer SmartPath - Born 2004 to 2008LifeStage Tracker - Born 1959 - 1963 (Retail)Virgin - Cash (Retail)Macquarie Wholesale Australian EquitiesNine SuperMercer Global Listed PropertyJANA CautiousVirgin - Indexed Australian Listed Property (Retail)JANA ConservativeVirgin - Indexed Diversified Shares (Retail)Mercer SmartPath - Born 1939 to 1943Macquarie Property SecuritiesMacquarie Australian Small CompaniesLifeStage Tracker - Born 1954 - 1958 (Retail)JANA Australian and International SharesVirgin - Enhanced Indexed Growth (Retail)JANA Australian SharesVirgin - Enhanced Indexed Conservative Growth (Retail)JANA CashMacquarie Core Plus Australian Fixed InterestJANA International Shares