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 2025 4.60%

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.

Fund name	1m	3m	6m	1yr	3yr	5yr
Mercer Balanced Fund	-0.51%	-2.67%	0.49%	6.67%	4.60%	5.57%

Fund name	Unit price($)	1m	3m	6m	1yr	3yr	5yr
Mercer Balanced Fund	3.6174	3.5460	3.6242	3.5946	3.3458	3.0335	2.7218