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 30 April 2025 4.35%

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	-0.52%	-2.73%	0.37%	6.42%	4.35%	5.30%

Fund name	Unit price($)	1m	3m	6m	1yr	3yr	5yr
Mercer Balanced Fund	2.6479	2.5204	2.6517	2.5976	2.4622	2.2007	2.0060