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

Average 3-Years return (after fees, but before tax)*
*as at 31 December 2024 2.86%

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	-0.40%	1.91%	5.99%	11.10%	2.86%	4.76%

Fund name	Unit price($)	1m	3m	6m	1yr	3yr	5yr
Mercer Balanced Fund	3.6544	3.6247	3.5794	3.4726	3.2643	3.1263	2.9011