# Quarterly Fund Update — Mercer (2024-Q3)

> KiwiSaver scheme provider **Mercer** — Quarterly Fund Update filing covering period ending **2024-09-30**.
> Source: filed with FMA Disclose register. Canonical: https://fundcompare.co.nz/filings/qfu/mercer/2024-q3

## Funds covered

| Fund | Fees (1y) | 1y return | 3y return | 5y avg return | AUM (NZD) | Members | Growth assets |
|------|-----------|-----------|-----------|---------------|-----------|---------|---------------|
| Balanced Fund | 0.88% | 14.60% | — | 3.99% | NZD $116,950,281 | 3,300 | — |
| Moderate Fund | 0.79% | 11.55% | — | 3.00% | NZD $9,560,636 | 493 | — |
| Cash Fund | 0.46% | 4.03% | — | 1.69% | NZD $2,940,124 | 209 | — |
| Growth Fund | 0.97% | 17.35% | — | 5.28% | NZD $53,264,469 | 1,869 | — |
| High Growth Fund | 1.02% | 19.14% | — | 6.22% | NZD $61,829,162 | 2,214 | — |
| Conservative Fund | 0.70% | 8.73% | — | 1.94% | NZD $10,651,698 | 737 | — |

_Returns are after fees and tax at PIR 28%, sourced from the QFU PDF as filed with FMA Disclose._

## Source documents

- **Scheme-wide PDF**
  - Original PDF: https://secure.superfacts.com/web/IWfiles/attachments/Form/Mercer_FlexiSaver_Fund_update_Sep_2024_Shares_Fund.pdf
  - SHA-256: `91b7195bd4d530fb…`
  - Ingested: 2026-05-15
- **Fund: balanced**
  - Original PDF: https://secure.superfacts.com/web/IWfiles/attachments/Form/Mercer_FlexiSaver_Fund_update_Sep_2024_Balanced_Fund.pdf
  - SHA-256: `95c1af7db3b9db7f…`
  - Ingested: 2026-05-15
- **Fund: cash**
  - Original PDF: https://secure.superfacts.com/web/IWfiles/attachments/Form/Mercer_FlexiSaver_Fund_update_Sep_2024_Cash_Fund.pdf
  - SHA-256: `2a1517c63e0c5ea4…`
  - Ingested: 2026-05-15
- **Fund: conservative**
  - Original PDF: https://secure.superfacts.com/web/IWfiles/attachments/Form/Mercer_FlexiSaver_Fund_update_Sep_2024_Conservative_Fund.pdf
  - SHA-256: `0c32796e6fbc766a…`
  - Ingested: 2026-05-15
- **Fund: growth**
  - Original PDF: https://secure.superfacts.com/web/IWfiles/attachments/Form/Mercer_FlexiSaver_Fund_update_Sep_2024_Growth_Fund.pdf
  - SHA-256: `ff1403bd4ae76bfc…`
  - Ingested: 2026-05-15
- **Fund: high-growth**
  - Original PDF: https://secure.superfacts.com/web/IWfiles/attachments/Form/Mercer_FlexiSaver_Fund_update_Sep_2024_High_Growth_Fund.pdf
  - SHA-256: `f5e3b73e0d41d3ac…`
  - Ingested: 2026-05-15
- **Fund: moderate**
  - Original PDF: https://secure.superfacts.com/web/IWfiles/attachments/Form/Mercer_FlexiSaver_Fund_update_Sep_2024_Moderate_Fund.pdf
  - SHA-256: `b615e3b40164a7f2…`
  - Ingested: 2026-05-15

## Data sources

- FMA Disclose register — https://disclose-register.companiesoffice.govt.nz/
- IRD KiwiSaver — https://www.ird.govt.nz/kiwisaver
- Sorted Fund Finder — https://fundfinder.sorted.org.nz/

## Machine-readable surface

- Facts JSON: https://fundcompare.co.nz/api/qfu/mercer/2024-q3/facts.json
- Crawlable HTML: https://fundcompare.co.nz/filings/qfu/mercer/2024-q3

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This is an informational summary published by FundCompare NZ (https://fundcompare.co.nz) using publicly available data from the FMA Disclose register, IRD KiwiSaver, and Sorted Fund Finder. It does not constitute financial advice. FundCompare NZ is not a licensed Financial Advice Provider. Past performance is not indicative of future results — read each scheme's Product Disclosure Statement and consult a licensed financial adviser before making any decision. KiwiSaver® is a registered trademark of Inland Revenue.