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 30 June 2025
7.55%

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 30/06/2025
Fund name 1m 3m 6m 1yr 3yr 5yr
Mercer Balanced Fund 1.65% 3.78% 2.77% 8.79% 7.55% 5.66%

Unit Prices

Data updated 06/08/2025
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
Mercer Balanced Fund 2.7252 2.6964 2.6109 2.6498 2.4877 2.2536 2.1196

Unit Prices: Historical

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