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
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.
5.29%
Five year
Average Fee 💰
0.74%
One Year
Total Investors
65.8K
Across all funds
FUND NAME | RISK LEVEL | 5Y RETURN | FEE💰 | Value | Growth Assets | Start Date |
|---|---|---|---|---|---|---|
| High Growth Fund | Aggressive | 8.02% | 0.94% | $72M | 90.77% | 09-10-2015 |
| Balanced Fund | Balanced | 5% | 0.8% | $123M | 56.98% | 09-10-2015 |
| Cash Fund | Defensive | 2.05% | 0.43% | $4M | N/A | 09-10-2015 |
| Growth Fund | Growth | 6.67% | 0.88% | $57M | 76.18% | 09-10-2015 |
| Moderate Fund | Balanced | 3.55% | 0.73% | $9M | 38.33% | 09-10-2015 |
| Shares Fund | Aggressive | 8.86% | 0.96% | $42M | 97.76% | 09-10-2015 |
| Conservative Fund | Conservative | 2.28% | 0.67% | $13M | 18.5% | 09-10-2015 |
FUND NAME | RISK LEVEL | 5Y RETURN | FEE💰 | Value | Growth Assets | Start Date |
|---|---|---|---|---|---|---|
| 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 Growth Fund | Growth | 7.04% | 0.84% | $290M | 76.8% | 18-02-2015 |
| Sustainable Shares Fund | Aggressive | 8.69% | 0.95% | $73M | 99.06% | 18-02-2015 |
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.
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Investing involves risk. The value of your KiwiSaver investment can go down as well as up, and you may get back less than you put in. Past performance is not a reliable indicator of future returns.
Before making any investment decision, you should read the Product Disclosure Statement (PDS) for the fund carefully. If you have questions or are unclear about the implications of your investment decision, you should seek advice from a licensed Financial Advice Provider.
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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.