Mercer Balanced Fund



Information, unit prices, and historical performance


Information

The fund aims to achieve enhanced longer term returns from the 60% benchmark allocation to growth assets.

Minimum suggested investment timeframe 4 years
Member fee $23.40
Annual fund charges 1.20%
Average 3-Years return (after fees, but before tax)*
*as at 30 September 2024
2.76%

Investment risk

Potentially lower returns Potentially higher returns
1 2 3 4 5 6 7
Lower risk Higher risk
Higher risk generally means higher potential returns, but more ups and downs along the way.

Investment Returns

Data updated 30/09/2024
Fund name 1m 3m 6m 1yr 3yr 5yr
Mercer Balanced Fund 1.02% 3.95% 4.33% 15.22% 2.76% 4.64%

Unit Prices

Data updated 19/11/2024
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
Mercer Balanced Fund 2.5918 2.5886 2.5439 2.4622 2.2780 2.4206 2.0747

Unit Prices: Historical

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