MERCER (N.Z.) LIMITED — recent changes
Quarter-by-quarter material-events feed for the MERCER (N.Z.) LIMITED KiwiSaver scheme. Events derived from FMA-filed Quarterly Fund Updates; each row cites the QFU date that surfaced it.
Currently tracks: annual-fee changes (any delta), material AUM changes (>20% quarter-over-quarter), and new-fund entries (funds first appearing in coverage within the last 18 months). PDS / SIPO / Annual Report text-diff events layer in once per-scheme extractors ship.
Coverage span: 2024-09-30 → 2026-03-31
Event log
Annual fee decreased from 1.12% to 0.94% in the QFU dated 2026-03-31.
Before: 1.12% → After: 0.94%
Fund size grew by 259% from $20.0M to $71.7M between 2025-12-31 and 2026-03-31.
Before: $20.0M → After: $71.7M
Annual fee decreased from 1.07% to 0.88% in the QFU dated 2026-03-31.
Before: 1.07% → After: 0.88%
Fund size grew by 72% from $33.4M to $57.4M between 2025-12-31 and 2026-03-31.
Before: $33.4M → After: $57.4M
Annual fee decreased from 0.46% to 0.43% in the QFU dated 2026-03-31.
Before: 0.46% → After: 0.43%
Annual fee decreased from 1.02% to 0.80% in the QFU dated 2026-03-31.
Before: 1.02% → After: 0.80%
Fund size grew by 276% from $32.7M to $123.0M between 2025-12-31 and 2026-03-31.
Before: $32.7M → After: $123.0M
Annual fee decreased from 0.91% to 0.67% in the QFU dated 2026-03-31.
Before: 0.91% → After: 0.67%
Fund size grew by 114% from $6.2M to $13.3M between 2025-12-31 and 2026-03-31.
Before: $6.2M → After: $13.3M
Annual fee decreased from 0.97% to 0.73% in the QFU dated 2026-03-31.
Before: 0.97% → After: 0.73%
Fund size grew by 69% from $3.6M to $6.0M between 2025-06-30 and 2025-09-30.
Before: $3.6M → After: $6.0M
Annual fee increased from 1.11% to 1.12% in the QFU dated 2025-06-30.
Before: 1.11% → After: 1.12%
Annual fee increased from 1.05% to 1.07% in the QFU dated 2025-06-30.
Before: 1.05% → After: 1.07%
Annual fee increased from 0.44% to 0.46% in the QFU dated 2025-06-30.
Before: 0.44% → After: 0.46%
Annual fee increased from 1.00% to 1.02% in the QFU dated 2025-06-30.
Before: 1.00% → After: 1.02%
Annual fee increased from 0.88% to 0.91% in the QFU dated 2025-06-30.
Before: 0.88% → After: 0.91%
Annual fee increased from 0.95% to 0.97% in the QFU dated 2025-06-30.
Before: 0.95% → After: 0.97%
Sustainable Growth Fund first appears in our coverage at fee —.
Cash Fund first appears in our coverage at fee —.
Shares Fund first appears in our coverage at fee —.
Sustainable High Growth Fund first appears in our coverage at fee —.
Responsible Conservative Fund first appears in our coverage at fee —.
Sustainable Balanced Fund first appears in our coverage at fee —.
Sustainable Shares Fund first appears in our coverage at fee —.
Sustainable Moderate Fund first appears in our coverage at fee —.
Fund size grew by 28% from $2.7M to $3.4M between 2024-06-30 and 2024-09-30.
Before: $2.7M → After: $3.4M
How this works
We watch every Quarterly Fund Update filed by MERCER (N.Z.) LIMITED on the FMA Disclose register, ingest the underlying PDF, and emit an event row whenever a watched field (fee, AUM, new fund) changes between consecutive quarters. The full underlying time series is available at each fund's fund page.
Counts and verbatim numbers only — not financial advice. Past performance is not a reliable indicator of future returns. KiwiSaver® is a registered trademark of Inland Revenue.
Compare every fund on the FMA Disclose register. Refreshed quarterly. Independent — FundCompare is not a Financial Advice Provider; general information only.
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