Mercer
Mercer Responsible Balanced
BalancedBalanced Sustainability Rated5yr Return
5.4%
3yr Return
10.0%
1yr Return
8.9%
3m Return
1.40%
Total Fee
1.25%
Fund Size
$682.8M
Asset Allocation
international_equities
40.05%
international_fixed_interest
25.02%
australasian_equities
13.26%
new_zealand_fixed_interest
10.72%
other
4.14%
cash
4.04%
unlisted_property
2.77%
Top Holdings
The fund's largest investments
Nvidia Corporation
Fisher & Paykel Healthcare Corporation Limited
Apple Inc.
Microsoft Corporation
Auckland International Airport Limited
Infratil Limited
New Zealand Government Bond 3.00% 20/04/2029
Amazon.com Inc
New Zealand Government Bond 3.50% 14/04/2033
New Zealand Government Bond 1.50% 15/05/2031
Historical Returns
3 Month
1.40%
1 Year
8.9%
3 Year
10.0%
annualised
5 Year
5.4%
annualised
10 Year
6.6%
Since Inception
—%
annualised
Fees
Management Fee1.25%
Performance Fee0.00%
Total Annual Fee1.25%
Category Rankings
Ranked within Balanced funds
3 Month#28
1 Year#25
3 Year#27
5 Year#15
10 Year#13
Risk Level
5/ 7
Medium-High
Fund Managers
Ross Butler
Kylie Willment
Padraig Brown
Robert Kavanagh
Anna Scott
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