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
Average 3-Years return (after fees, but before tax)*
*as at 31 July 2025
7.26%

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 31/07/2025
Fund name 1m 3m 6m 1yr 3yr 5yr
Mercer Balanced Fund 1.33% 5.72% 2.90% 7.88% 7.26% 5.61%

Unit Prices

Data updated 03/09/2025
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
Mercer Balanced Fund 3.7855 3.7533 3.6385 3.5738 3.4441 2.9754 2.8627

Unit Prices: Historical

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