Mercer Balanced Fund

Information, unit prices, and historical performance

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 28 February 2025 4.85%

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.

Fund name	1m	3m	6m	1yr	3yr	5yr
Mercer Balanced Fund	-0.14%	0.70%	4.05%	10.17%	4.85%	5.03%

Fund name	Unit price($)	1m	3m	6m	1yr	3yr	5yr
Mercer Balanced Fund	2.5272	2.5826	2.6125	2.5904	2.4097	2.3033	1.9532