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mercer — Quarterly Fund Update 2024-Q3

Period ending 2024-09-30. 6 funds covered. Source: FMA Disclose register.

This filing is a Quarterly Fund Update (QFU) for the Mercer KiwiSaver scheme, covering the quarter ended 30 September 2024. It provides a snapshot of six KiwiSaver scheme funds, including current fees, after-tax returns over one and five years, assets under management, member numbers, and asset allocation. QFUs are required by the Financial Markets Authority and filed to the FMA Disclose register, which serves as the authoritative source for this information.

As at 30 September 2024, the six funds covered by this filing held combined assets of $0.09 billion across their membership base. The average annual fee across these funds was 0.91%. This update reflects the funds' composition and performance during the quarterly period and provides members with current data to assess their investment position. Past performance is not a reliable indicator of future returns.

Funds covered

FundFees (1y)1y return5y avgAUM (NZD)MembersGrowth %
Cash Fund0.44%——$3,447,547——
High Growth Fund1.11%——$15,730,208——
Balanced Fund1.00%——$30,039,261——
Conservative Fund0.88%——$3,415,347——
Moderate Fund0.95%——$7,588,312——
Growth Fund1.05%——$33,110,944——

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

Source documents

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Every fund page on FundCompare ships with structured JSON and a plain-markdown summary alongside the HTML — so LLMs, MCP clients, and analysts can cite the same regulator-sourced data the page renders. Source documents come from FMA Disclose, IRD, and Sorted Fund Finder.

Identifiers

Scheme
mercer
Period
2024-09-30
Document type
QFU
Source PDFs
7
Funds extracted
6

Endpoints for mercer QFU 2024-Q3

GET/api/qfu/mercer/2024-q3/facts.jsonapplication/jsonStructured filing facts: source PDFs + per-fund extracted snapshots.
GET/api/qfu/mercer/2024-q3/markdowntext/markdownPlain-markdown filing summary with per-fund table.
GET/api/provider/mercer/facts.jsonapplication/jsonProvider-level facts including every fund this scheme operates.

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FundCompare is not a Financial Advice Provider. Data is sourced from FMA Disclose, IRD, and Sorted Fund Finder. The endpoints above are free, public, and cached for one hour. KiwiSaver® is a registered trademark of Inland Revenue.

FundCompare is not a Financial Advice Provider. Quarterly Fund Updates are filed with the FMA Disclose register and are the authoritative source for fund-level data. KiwiSaver® is a registered trademark of Inland Revenue.

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Compare every fund within a KiwiSaver scheme on the FMA Disclose register. Refreshed quarterly. Independent — FundCompare is not a Financial Advice Provider; general information only.

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