MERCER (N.Z.) LIMITED

Name: MERCER (N.Z.) LIMITED — KiwiSaver provider data
Creator: MERCER (N.Z.) LIMITED
License: https://disclose-register.companiesoffice.govt.nz/

Mercer Kiwisaver Scheme • New Zealand Defence Force Kiwisaver Scheme

Website

The Mercer KiwiSaver Scheme is offered by MERCER (N.Z.) LIMITED and serves 65,781 members with $2.82 billion in assets under management. The scheme provides 14 funds within a KiwiSaver scheme, offering members a range of investment options across different risk profiles and time horizons. This breadth of choice allows members to select a fund aligned with their individual circumstances and investment approach.

The Mercer KiwiSaver Scheme charges an average annual fee of 0.74% across its funds. Members can choose from Aggressive, Growth, Balanced, Defensive, and Conservative fund types, each designed to suit different investment objectives and risk tolerances. This structure typically appeals to members seeking a diversified range of investment options within a single scheme. This information is general in nature only and does not constitute financial advice.

Assets

$3B

Total value

Average Return

4.75%

Five year

Average Fee 💰

0.74%

One Year

Total Investors

65.8K

Across all funds

Risk Level

Minimum Return 📈

Maximum Fee 💰

Mercer Kiwisaver Scheme(7 funds)

FUND NAME	RISK LEVEL	5Y RETURN	FEE💰	Value	Growth Assets	Start Date
Sustainable Growth Fund	Growth	7.04%	0.84%	$290M	76.8%	18-02-2015
Sustainable High Growth Fund	Aggressive	8.33%	0.89%	$422M	90.89%	01-10-2007
Sustainable Balanced Fund	Balanced	5.35%	0.75%	$662M	59.11%	01-10-2007
Cash Fund	Defensive	2.16%	0.32%	$36M	N/A	01-10-2007
Responsible Conservative Fund	Conservative	2.35%	0.49%	$781M	19.45%	01-10-2007
Sustainable Moderate Fund	Balanced	3.76%	0.66%	$235M	38.79%	18-02-2015
Sustainable Shares Fund	Aggressive	8.69%	0.95%	$73M	99.06%	18-02-2015

New Zealand Defence Force Kiwisaver Scheme(7 funds)

FUND NAME	RISK LEVEL	5Y RETURN	FEE💰	Value	Growth Assets	Start Date
Moderate Fund	Balanced	2.97%	0.73%	$9M	38.33%	09-10-2015
High Growth Fund	Aggressive	6.15%	0.94%	$72M	90.77%	09-10-2015
Balanced Fund	Balanced	3.95%	0.8%	$123M	56.98%	09-10-2015
Cash Fund	Defensive	2.05%	0.43%	$4M	N/A	09-10-2015
Growth Fund	Growth	5.14%	0.88%	$57M	76.18%	09-10-2015
Shares Fund	Aggressive	6.52%	0.96%	$42M	97.76%	09-10-2015
Conservative Fund	Conservative	2.03%	0.67%	$13M	18.5%	09-10-2015

Governance & relationships

Manager: MERCER (N.Z.) LIMITED(NZ Limited Company)
FSP registration: FSP FSP42742verify on FSPR ↗
NZBN: 9429040873121verify on NZBN ↗
Supervisor: Data being compiled from PDS filings
Custodian: Data being compiled from PDS filings
Auditor: Data being compiled from Annual Reports

Manager identity sourced from the most recent FMA-filed Quarterly Fund Update. See the cross-scheme manager relationships map to see whether this manager operates across multiple schemes.

FMA Disclose filings (11)

Quarterly Fund Updates, Product Disclosure Statements, SIPOs, and Annual Reports indexed from the FMA Disclose register. Click into a filing for the per-fund extracted data.

Period	Type	Source PDFs	Status	Filing page
2025-09-30	SIPO	1 PDF	Extracted	PDF only
2026-Q1	QFU	7 PDFs	Extracted	Open filing →
2025-Q4	QFU	7 PDFs	Extracted	Open filing →
2025-Q3	QFU	7 PDFs	Extracted	Open filing →
2025-Q2	QFU	7 PDFs	Extracted	Open filing →
2025-Q1	QFU	7 PDFs	Extracted	Open filing →
2024-Q4	QFU	7 PDFs	Extracted	Open filing →
2024-Q3	QFU	7 PDFs	Extracted	Open filing →
2024-Q2	QFU	7 PDFs	Extracted	Open filing →
2025-09-30	PDS	1 PDF	Pending	PDF only
2016-09-30	AR	1 PDF	Pending	PDF only

Source: FMA Disclose register. Filings auto-refresh weekly via the FundCompare ingestion pipeline.

AI · API · Markdown

Machine-readable surface

Every provider 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

Short name: Mercer
Funds operated: 14
Scheme(s): MERCER KIWISAVER SCHEME

Endpoints for MERCER (N.Z.) LIMITED

GET/api/provider/mercer/facts.jsonapplication/jsonProvider profile + every fund (fees, returns, risk) in one structured payload.

GET/api/provider/mercer/summary.mdtext/markdownPlain-markdown provider summary with funds table, citable by LLMs.

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Full per-client guide + ChatGPT GPT setup at /api/mcp.

Quick examples

cURL

curl -s "https://fundcompare.co.nz/api/provider/mercer/facts.json" | jq .

Python

import requests
data = requests.get("https://fundcompare.co.nz/api/provider/mercer/facts.json").json()
print(data["fund_name" if "provider" == "fund" else "name"])

MCP (Claude Desktop / ChatGPT)

# Claude Code (CLI):
claude mcp add --transport http fundcompare https://fundcompare.co.nz/mcp

# Cursor / Cline / Continue (settings JSON):
{ "mcpServers": { "fundcompare": { "url": "https://fundcompare.co.nz/mcp" } } }

# Claude Desktop (UI): Settings → Connectors → Add custom connector
#   URL: https://fundcompare.co.nz/mcp

# Claude Desktop via JSON (uses npx mcp-remote bridge):
{ "mcpServers": { "fundcompare": {
  "command": "npx", "args": ["-y", "mcp-remote", "https://fundcompare.co.nz/mcp"]
} } }

# Tools: search_funds, get_fund, get_provider, get_qfu_filing — anonymous, free.

Open Markdown Open Facts JSON Canonical HTML

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