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 October 2024
2.72%

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 30/10/2024
Fund name 1m 3m 6m 1yr 3yr 5yr
Mercer Balanced Fund -0.03% 1.54% 6.15% 17.35% 2.72% 4.72%

Unit Prices

Data updated 10/12/2024
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
Mercer Balanced Fund 3.6038 3.5629 3.4997 3.3561 3.1480 3.2543 2.7995

Unit Prices: Historical

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