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 1.20%

Average 3-Years return (after fees, but before tax)*
*as at 31 July 2025 7.05%

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.

Fund name	1m	3m	6m	1yr	3yr	5yr
Mercer Balanced Fund	1.31%	5.69%	2.80%	7.66%	7.05%	5.38%

Fund name	Unit price($)	1m	3m	6m	1yr	3yr	5yr
Mercer Balanced Fund	2.7742	2.7480	2.6474	2.5656	2.5579	2.2316	2.1166