Mercer Balanced Fund

Information, unit prices, and historical performance


The fund aims to achieve enhanced longer term returns from the 60% benchmark allocation to growth assets.

Minimum suggested investment timeframe 4 years
Member fee $23.40
Annual fund charges 1.22%
Average 3-Years return (after fees, but before tax)*
*as at 31 January 2024

Investment risk

Potentially lower returns Potentially higher returns
1 2 3 4 5 6 7
Lower risk Higher risk
Higher risk generally means higher potential returns, but more ups and downs along the way.

Investment Returns

Data updated 31/01/2024
Fund name 1m 3m 6m 1yr 3yr 5yr
Mercer Balanced Fund 0.14% 7.77% 2.31% 5.33% 1.67% 4.43%

Unit Prices

Data updated 21/02/2024
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
Mercer Balanced Fund 2.3780 2.3609 2.2819 2.2638 2.2301 2.2708 1.9338

Unit Prices: Historical

More info about the AMP KiwiSaver Scheme