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 30 April 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 30/04/2024
Fund name 1m 3m 6m 1yr 3yr 5yr
Mercer Balanced Fund -1.66% 2.45% 10.41% 7.37% 1.46% 4.03%

Unit Prices

Data updated 12/06/2024
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
Mercer Balanced Fund 2.4560 2.4558 2.4180 2.3387 2.2780 2.3550 1.9947

Unit Prices: Historical

More info about the AMP KiwiSaver Scheme