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
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 -1.65% 2.52% 10.55% 7.62% 1.71% 4.25%

Unit Prices

Data updated 12/06/2024
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
Mercer Balanced Fund 3.3561 3.3666 3.3001 3.1885 3.0951 3.1652 NA

Unit Prices: Historical

More about the New Zealand Retirement Trust