MERCER (N.Z.) LIMITED
MODERATE FUND
KiwiSaver / Balanced5yr Return
—%
3yr Return
—%
1yr Return
—%
3m Return
—%
Total Fee
—%
Fund Size
—
Asset Allocation
shares_avg_pct
49.25%
bonds_total_pct
48.95%
bonds_avg_pct
38.66%
shares_total_pct
36.27%
international_shares_avg_pct
34.99%
international_bonds_target_pct
29.5%
international_bonds_actual_pct
29.04%
international_shares_actual_pct
25.79%
international_shares_target_pct
25.5%
nz_bonds_actual_pct
19.91%
international_bonds_avg_pct
19.86%
nz_bonds_avg_pct
18.81%
nz_bonds_target_pct
18.5%
australasian_shares_avg_pct
14.26%
cash_and_equivalents_target_pct
12%
cash_total_pct
10.89%
cash_and_equivalents_actual_pct
10.89%
australasian_shares_target_pct
10.5%
australasian_shares_actual_pct
10.48%
cash_avg_pct
7.91%
cash_and_equivalents_avg_pct
7.91%
property_avg_pct
2.74%
listed_property_avg_pct
2.27%
other_other_target_pct
2%
listed_property_target_pct
2%
other_total_pct
1.99%
other_other_actual_pct
1.99%
property_total_pct
1.9%
listed_property_actual_pct
1.9%
other_avg_pct
1.44%
other_other_avg_pct
1.37%
unlisted_property_avg_pct
0.47%
commodities_avg_pct
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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