MERCER (N.Z.) LIMITED

Conservative Fund

KiwiSaver

5yr Return

—%

3yr Return

—%

1yr Return

—%

3m Return

—%

Total Fee

1.01%

Fund Size

—

Asset Allocation

cash
31.51%
international_fixed_interest
24.6%
international_equities
17.09%
nz_fixed_interest
14.53%
australasian_equities
6.47%
other
3.86%
listed_property
1.94%

Top Holdings

The fund's largest investments

Mercer Hedged Overseas Shares Plus Fund

16.15%

Harbour NZ Core Fixed Interest Fund

15.37%

Mercer Macquarie NZ Fixed Interest Fund

15.22%

Mercer Overseas Shares Plus Fund

9.39%

Nikko AM Wholesale Core Equity Fund

8.17%

Mercer Listed Infrastructure Fund

7.56%

Nikko AM Wholesale NZ Cash Fund

6.97%

Russell Investments Global Fixed Interest Fund – NZDH

6.75%

Salt Sustainable Global Fixed Income Opportunities Fund

3.86%

Mercer Macquarie NZ Cash Fund

3.25%

Historical Returns

3 Month

—%

1 Year

—%

3 Year

—%

annualised

5 Year

—%

annualised

10 Year

—%

Since Inception

—%

annualised

Fees

Management Fee—%
Other Charges1.01%
Performance Fee0.00%
Total Annual Fee1.01%

Risk Level

2/ 7

Low

Fund Managers

Padraig Brown

Neil Cannell

Bruce Kerr

Tim McGuinness

Robert Kavanagh

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