Mercer Balanced Fund



Information, unit prices, and historical performance


Information

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 1.20%
Average 3-Years return (after fees, but before tax)*
*as at 31 August 2025
7.76%

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 31/08/2025
Fund name 1m 3m 6m 1yr 3yr 5yr
Mercer Balanced Fund 1.38% 4.40% 4.37% 8.59% 7.76% 5.31%

Unit Prices

Data updated 01/10/2025
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
Mercer Balanced Fund 2.8224 2.7665 2.6941 2.5278 2.5789 2.1183 2.1236

Unit Prices: Historical

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