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 31 August 2025
7.98%

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 31/08/2025
Fund name 1m 3m 6m 1yr 3yr 5yr
Mercer Balanced Fund 1.40% 4.45% 4.44% 8.82% 7.98% 5.53%

Unit Prices

Data updated 22/10/2025
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
Mercer Balanced Fund 3.9165 3.8658 3.7327 3.4995 3.5342 2.8533 2.9037

Unit Prices: Historical

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