MERCER (N.Z.) LIMITED
BALANCED FUND
Balanced5yr Return
—%
3yr Return
—%
1yr Return
—%
3m Return
—%
Total Fee
—%
Fund Size
—
Asset Allocation
shares_total_actual
56.23%
shares_total_average
49.25%
international_shares_actual
42.39%
international_shares_target
42%
bonds_total_average
38.66%
bonds_total_actual
36.53%
international_shares_average
34.99%
international_bonds_target
26%
international_bonds_actual
25.62%
international_bonds_average
19.86%
nz_bonds_average
18.81%
australasian_shares_average
14.26%
australasian_shares_target
14%
australasian_shares_actual
13.84%
nz_bonds_actual
10.91%
nz_bonds_target
10%
cash_total_average
7.91%
cash_and_equivalents_average
7.91%
cash_and_equivalents_target
4%
cash_total_actual
3.4%
cash_and_equivalents_actual
3.4%
property_total_average
2.74%
listed_property_average
2.27%
other_target
2%
listed_property_target
2%
other_actual
1.95%
other_total_actual
1.95%
property_total_actual
1.89%
listed_property_actual
1.89%
other_total_average
1.44%
other_average
1.37%
unlisted_property_average
0.47%
commodities_average
0.07%
Historical Returns
3 Month
—%
1 Year
—%
3 Year
—%
annualised
5 Year
—%
annualised
10 Year
—%
Since Inception
—%
annualised
Fees
Management Fee—%
Total Annual Fee—%
Risk Level
4/ 7
Medium
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