Fund manager
MERCER (N.Z.) LIMITED
MERCER (N.Z.) LIMITED manages 14 KiwiSaver scheme funds across 1 scheme, with combined assets of $2.82B.
Identifiers
- Manager type
- NZ Limited Company
- FSPR registration
- FSP FSP42742 · verify on FSPR ↗
- NZBN
- 9429040873121 · verify on NZBN ↗
- Average annual fee across managed funds
- 0.74%
Mercer — 14 funds
| Fund | Type | Annual fee | 5y avg return | Fund size |
|---|---|---|---|---|
| High Growth Fund | Aggressive | 0.94% | 8.02% | $72M |
| Balanced Fund | Balanced | 0.80% | 5.00% | $123M |
| Cash Fund | Defensive | 0.43% | 2.05% | $4M |
| Growth Fund | Growth | 0.88% | 6.67% | $57M |
| Moderate Fund | Balanced | 0.73% | 3.55% | $9M |
| Sustainable High Growth Fund | Aggressive | 0.89% | 8.33% | $422M |
| Sustainable Balanced Fund | Balanced | 0.75% | 5.35% | $662M |
| Cash Fund | Defensive | 0.32% | 2.16% | $36M |
| Responsible Conservative Fund | Conservative | 0.49% | 2.35% | $781M |
| Sustainable Moderate Fund | Balanced | 0.66% | 3.76% | $235M |
| Shares Fund | Aggressive | 0.96% | 8.86% | $42M |
| Conservative Fund | Conservative | 0.67% | 2.28% | $13M |
| Sustainable Growth Fund | Growth | 0.84% | 7.04% | $290M |
| Sustainable Shares Fund | Aggressive | 0.95% | 8.69% | $73M |
Manager identity and FSP registration sourced from the most recent FMA-filed Quarterly Fund Update for each fund. Supervisor, custodian, and auditor relationships are typically disclosed in each scheme's Product Disclosure Statement and Statement of Investment Policy and Objectives.
Compare every KiwiSaver scheme fund on the FMA Disclose register. Quarterly refresh from Sorted Smart Investor. Independent — not a Financial Advice Provider, general information only.
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