MERCER (N.Z.) LIMITED
Neutral13 funds
Best 5yr
0.0% pa
Fees from
0.00% pa
Sentiment
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AUM
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Sentiment Overview
Score: 50/100
Based on social media, reviews, and news mentions
Example Fund
BALANCED FUND
Mercer (N.Z.) Limited is a specialist investment manager and retirement savings provider with over 65 years of experience in New Zealand. The company manages approximately NZD $6 billion on behalf of New Zealand clients and serves both individual retail investors through KiwiSaver, FlexiSaver, and managed funds, as well as large institutional and corporate clients through the Mercer Super Trust and Mercer Investment Trusts New Zealand. As part of the global Marsh McLennan group, Mercer leverages over 1,200 investment professionals worldwide to deliver research-driven, multi-manager investment solutions.
Mercer's investment approach is centred on diversification across asset classes, geographies, and carefully selected external fund managers. The company offers seven distinct KiwiSaver investment options ranging from 100% Cash to 100% Shares, alongside flexible savings products and employer-sponsored superannuation schemes. Mercer is committed to sustainable and responsible investing, helping New Zealanders build wealth for retirement while integrating environmental, social, and governance considerations into its investment decision-making processes.
Contact Details
| Fund Name | Type | Risk | 1yr | 3yr | 5yr | Fees |
|---|---|---|---|---|---|---|
| BALANCED FUND | Balanced | — | — | — | 0.00% | |
| CASH FUND | KiwiSaver | — | — | — | 0.30% | |
| Conservative Fund | KiwiSaver | — | — | — | 1.01% | |
| GROWTH FUND | KiwiSaver | — | — | — | 0.51% | |
| HIGH GROWTH FUND | KiwiSaver | — | — | — | 0.00% | |
| RESPONSIBLE HIGH GROWTH FUND | KiwiSaver | — | — | — | 1.27% | |
| RESPONSIBLE SHARES FUND | KiwiSaver | — | — | — | 1.67% | |
| SHARES FUND | KiwiSaver | — | — | — | 0.00% | |
| RESPONSIBLE BALANCED FUND | KiwiSaver - Balanced | — | — | — | 1.25% | |
| MODERATE FUND | KiwiSaver / Balanced | — | — | — | 0.00% | |
| RESPONSIBLE MODERATE FUND | KiwiSaver / Balanced | — | — | — | 1.25% | |
| RESPONSIBLE CONSERVATIVE FUND | KiwiSaver - Conservative | — | — | — | 0.00% | |
| RESPONSIBLE GROWTH FUND | KiwiSaver - Growth | — | — | — | 0.00% |
BALANCED FUND — Historical Returns
Dashed line = category averagePast performance is not indicative of future returns. Returns shown net of fees.