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 31 January 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 31/01/2024
Fund name 1m 3m 6m 1yr 3yr 5yr
Mercer Balanced Fund 0.15% 7.83% 2.41% 5.55% 1.88% 4.65%

Unit Prices

Data updated 01/03/2024
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
Mercer Balanced Fund 3.2899 3.2521 3.1344 3.1049 3.0197 3.0063 NA

Unit Prices: Historical

More about the New Zealand Retirement Trust