MERCER (N.Z.) LIMITED

RESPONSIBLE BALANCED FUND

KiwiSaver - Balanced

5yr Return

—%

3yr Return

—%

1yr Return

—%

3m Return

—%

Total Fee

1.25%

Fund Size

—

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

2.17%

Fisher & Paykel Healthcare Corporation Limited

2.02%

Apple Inc.

1.95%

Microsoft Corporation

1.54%

Auckland International Airport Limited

1.21%

Infratil Limited

1.21%

New Zealand Government Bond 3.00% 20/04/2029

1.06%

Amazon.com Inc

1.05%

New Zealand Government Bond 3.50% 14/04/2033

1.04%

New Zealand Government Bond 1.50% 15/05/2031

1.02%

Historical Returns

3 Month

—%

1 Year

—%

3 Year

—%

annualised

5 Year

—%

annualised

10 Year

—%

Since Inception

—%

annualised

Fees

Management Fee1.25%
Performance Fee0.00%
Total Annual Fee1.25%

Risk Level

4/ 7

Medium

Fund Managers

Ross Butler

Kylie Willment

Padraig Brown

Robert Kavanagh

Anna Scott

Ready to invest?

Talk to a licensed adviser about this fund.

Get Matched