# Quarterly Fund Update — mercer (2024-Q4)

> KiwiSaver scheme **mercer** — Quarterly Fund Update filing covering period ending **2024-12-31**.
> Source: filed with FMA Disclose register. Canonical: https://fundcompare.co.nz/filings/qfu/mercer/2024-q4

## Funds covered

| Fund | Fees (1y) | 1y return | 3y return | 5y avg return | AUM (NZD) | Members | Growth assets |
|------|-----------|-----------|-----------|---------------|-----------|---------|---------------|
| Growth Fund | 1.05% | — | — | — | NZD $34,458,950 | — | — |
| High Growth Fund | 1.11% | — | — | — | NZD $16,268,671 | — | — |
| Balanced Fund | 1.00% | — | — | — | NZD $30,495,224 | — | — |
| Conservative Fund | 0.88% | — | — | — | NZD $3,442,752 | — | — |
| Cash Fund | 0.44% | — | — | — | NZD $3,596,652 | — | — |
| Moderate Fund | 0.95% | — | — | — | NZD $7,469,792 | — | — |

_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/attachments/Form/Mercer_FlexiSaver_Fund_update_Dec_2024_Shares_Fund.pdf
  - SHA-256: `009c790e2e01fb98…`
  - Ingested: 2026-05-15
- **Fund: balanced**
  - Original PDF: https://secure.superfacts.com/attachments/Form/Mercer_FlexiSaver_Fund_update_Dec_2024_Balanced_Fund.pdf
  - SHA-256: `c31cdb95365faaec…`
  - Ingested: 2026-05-15
- **Fund: cash**
  - Original PDF: https://secure.superfacts.com/attachments/Form/Mercer_FlexiSaver_Fund_update_Dec_2024_Cash_Fund.pdf
  - SHA-256: `639eaf7fef6f041a…`
  - Ingested: 2026-05-15
- **Fund: conservative**
  - Original PDF: https://secure.superfacts.com/attachments/Form/Mercer_FlexiSaver_Fund_update_Dec_2024_Conservative_Fund.pdf
  - SHA-256: `2afb98a0d81ede53…`
  - Ingested: 2026-05-15
- **Fund: growth**
  - Original PDF: https://secure.superfacts.com/attachments/Form/Mercer_FlexiSaver_Fund_update_Dec_2024_Growth_Fund.pdf
  - SHA-256: `2e217088018d95a9…`
  - Ingested: 2026-05-15
- **Fund: high-growth**
  - Original PDF: https://secure.superfacts.com/attachments/Form/Mercer_FlexiSaver_Fund_update_Dec_2024_High_Growth_Fund.pdf
  - SHA-256: `f67fc4489782010b…`
  - Ingested: 2026-05-15
- **Fund: moderate**
  - Original PDF: https://secure.superfacts.com/attachments/Form/Mercer_FlexiSaver_Fund_update_Dec_2024_Moderate_Fund.pdf
  - SHA-256: `a468d92b490460e4…`
  - 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-q4/facts.json
- Crawlable HTML: https://fundcompare.co.nz/filings/qfu/mercer/2024-q4

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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.