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 30 September 2024
2.99%

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 30/09/2024
Fund name 1m 3m 6m 1yr 3yr 5yr
Mercer Balanced Fund 1.04% 4.00% 4.43% 15.48% 2.99% 4.86%

Unit Prices

Data updated 12/11/2024
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
Mercer Balanced Fund 3.5629 3.5506 3.4779 3.3459 3.0615 3.2612 2.7870

Unit Prices: Historical

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