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 May 2025
5.80%

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 31/05/2025
Fund name 1m 3m 6m 1yr 3yr 5yr
Mercer Balanced Fund 2.63% -0.03% 0.67% 7.98% 5.80% 5.54%

Unit Prices

Data updated 19/06/2025
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
Mercer Balanced Fund 2.6494 2.6249 2.6004 2.6239 2.4673 2.1390 2.0581

Unit Prices: Historical

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