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mercer — Quarterly Fund Update 2025-Q3

Period ending 2025-09-30. 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 2025. It provides a snapshot of six KiwiSaver scheme funds managed under this scheme, including current fees, after-tax returns over one and five-year periods, assets under management, member counts, and asset allocation. This document is prepared in accordance with Financial Markets Authority disclosure requirements. The FMA Disclose register remains the authoritative source for all KiwiSaver scheme fund information.

As at 30 September 2025, the six funds covered by this filing held combined assets of $0.10 billion across their memberships. The average annual fee charged across these funds was 0.93%. This update reflects the financial position and performance metrics for the quarter ended on that date. Past performance is not a reliable indicator of future returns.

Funds covered

FundFees (1y)1y return5y avgAUM (NZD)MembersGrowth %
Balanced Fund1.02%——$32,091,515——
Cash Fund0.46%——$3,697,829——
Conservative Fund0.91%——$6,003,630——
Growth Fund1.07%——$33,232,832——
High Growth Fund1.12%——$18,363,901——
Moderate Fund0.97%——$7,740,106——

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
2025-09-30
Document type
QFU
Source PDFs
7
Funds extracted
6

Endpoints for mercer QFU 2025-Q3

GET/api/qfu/mercer/2025-q3/facts.jsonapplication/jsonStructured filing facts: source PDFs + per-fund extracted snapshots.
GET/api/qfu/mercer/2025-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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