Mercer on InvestNow

Mercer has 20+ managed funds on the InvestNow platform – including Diversified Funds, a Cash Fund, Listed Property Funds, International and New Zealand Fixed Interest Funds, plus International and Australasian Equities.

Learn more about Mercer, their investment options available to InvestNow customers plus access their latest news & updates.

Mercer is one of 30+ specialist fund managers that have partnered with InvestNow.

Join Now

How Mercer describe themselves:

On 3 March 2023, Mercer became the manager of Macquarie Asset Management Public Investments (NZ) Ltd’s (MAM) retail and wholesale funds.

Mercer (N.Z.) Limited has been helping people in Aotearoa manage their investments and retirement savings for over 65 years. We are part of a global Fortune 250 company with deep experience in investments, superannuation and KiwiSaver. We believe our ability to leverage our global scale, complemented by our local expertise, benefits New Zealand investors by providing them a broad perspective on investment opportunities. We believe this is what sets us apart from the rest.

Many of New Zealand’s largest employers, institutional asset owners, and personal investors have chosen Mercer to manage their investments. Our global investment team comprises over 1,300 investment experts who seek out the best investment opportunities, both here in New Zealand and around the world. You can find out a bit more about our NZ operations and what we do in investments, retirement, workforce consulting and health and benefits here.

For more information on our funds, visit multimanager.mercer.co.nz

Create An Account

Login To Your Account

Mercer investment options

Below is the range of investment options from Mercer that are available through the InvestNow platform. To see a full range of managed fund investment options available on InvestNow, please click here.

Using the table below:
To view more information about a fund and to view a Product Disclosure Statement, scroll to the right. To see a fund’s description on desktop, hover over the fund name. To see a fund’s description on mobile, click ‘read description’.

Search:

The fund is a passively managed international shares portfolio that is designed to track the return of the MSCI All Country World ex Tobacco Index. The fund targets a position of being 69% gross hedged to the New Zealand dollar. The hedges are based on the currency components of the underlying index.

The fund is a passively managed portfolio that provides access to Australian listed property. It is designed to track the return of the S&P/ASX 200 A-REIT Accumulation Index fully hedged to New Zealand dollars. The fund is fully hedged to the New Zealand dollar.

The fund invests in shares listed on share markets predominately in developed economies. The portfolio uses multiple managers and is diversified by region, manager and investment approaches.

The fund invests in shares listed on share markets predominately in developed economies, and is fully hedged to the New Zealand dollar. The portfolio uses multiple managers and is diversified by region, manager and investment approaches.

The fund invests in shares listed on share markets in emerging economies. The portfolio is managed using a single manager.

The fund is a diversified portfolio with a slightly higher allocation to a mix of growth assets (e.g., shares and listed property) relative to a mix of income assets (e.g., cash and fixed income). The fund has been certified by the Responsible Investment Association of Australasia.

The fund invests in shares listed on international share markets managed within a sustainable approach. The fund is managed to specific ‘sustainable investment’ criteria which prohibits investments in certain companies or activities, and encourages investment in companies with strong environmental, social and governance characteristics. This fund has additional exclusions applied as described in our Sustainable Investment Policy and has been certified by the Responsible Investment Association of Australasia (RIAA).

The fund is a passively managed international fixed interest portfolio that is designed to track the return of the Bloomberg Barclays MSCI Global Aggregate SRI Select ex Fossil Fuels Index. The fund is fully hedged to New Zealand dollars. As described in our Sustainable Investment Policy, this fund is managed to specific ‘sustainable investment’ criteria which prohibits investments in certain companies or activities, and encourages investment in companies with strong environmental, social and governance characteristics.

The fund is a diversified portfolio of predominantly New Zealand shares across a range of industries and sectors. The portfolio may also invest in Australian shares. The fund is managed to specific ‘sustainable investment’ criteria which prohibits investments in certain companies or activities, and encourages investment in companies with strong environmental, social and governance factors and also actively engages on key thematic engagements each year. This fund has additional exclusions applied as described in our Sustainable Investment Policy and has been certified by the Responsible Investment Association of Australasia (RIAA).

The fund invests in international shares listed on share markets around the world by using investment managers from around the world which are combined in a multi-manager fund.

The fund aims to provide a gross fixed monthly income in excess of bank deposit rates, along with a positive return on capital over the long term. To achieve this, the fund invests in a diversified mix of growth and defensive assets, with a focus on reliable income generation.

The fund is a diversified portfolio of Australian shares across a range of industries and sectors.

The fund is a diversified portfolio of highly rated global fixed interest securities. At the total portfolio level the fund will have a shorter maturity than most traditional fixed interest funds, with an emphasis on minimising capital loss.

The fund invests in infrastructure securities in both developed and emerging markets across a range of sectors. This provides access to a range of infrastructure sectors across geographic regions, with active portfolio management that seeks to target excess returns and predictable, stable cash flows.

The fund invests in a global portfolio of property securities listed on stock exchanges around the world. It aims to generate medium to high returns over the long term by investing in a broad range of property regions, sectors and securities through a single fund.

The fund is an actively managed portfolio of bank bills, floating rate notes and short term securities and liquid deposits and is a very low risk product that targets capital security.

The fund is an actively managed portfolio of fixed interest securities, focusing predominantly on government bonds and corporate securities in the New Zealand market.

The fund is an actively managed portfolio of fixed interest securities, focusing predominantly on corporate securities in the New Zealand and Australian market with a shorter average maturity than a standard fixed interest fund.

The fund is a diversified fund that aims to generate a positive return above inflation and to actively respond to changing market conditions with a flexible approach to investing.

The fund is a passively managed New Zealand shares portfolio that is designed to track the return of the S&P/NZX 50 Index.

Fund	Description	Sector	PDS Fee	QFU Fee	Buy/Sell Spread	Risk Indicator	Target Growth/Income Assets	Management Style	Distribution Frequency	Buy Timeframe	Sell Timeframe	Fund Type	Net Assets	Inception Date	Available in the InvestNow KiwiSaver Scheme?	1 Month	3 Months	6 Months	1 Year	3 Years	5 Years	10 Years
Mercer All Country Global Shares Index Fund	The fund is a passively managed international shares portfolio that is designed to track the return of the MSCI All Country World ex Tobacco Index. The fund targets a position of being 69% gross hedged to the New Zealand dollar. The hedges are based on the currency components of the underlying index.	International Equities	0.46%	0.46%	0.07% / 0.12%	5	100% / 0%	Passive	Semi-annually	2 Days	2 Days	PIE	$87.24M	27/11/2017	Yes	−0.41%	2.25%	8.54%	17.80%	11.25%	12.71%	–
Mercer Australian Property Index Fund	The fund is a passively managed portfolio that provides access to Australian listed property. It is designed to track the return of the S&P/ASX 200 A-REIT Accumulation Index fully hedged to New Zealand dollars. The fund is fully hedged to the New Zealand dollar.	Listed Property	0.80%	0.80%	0.18% / 0.18%	7	100% / 0%	Passive	Semi-annually	2 Days	2 Days	PIE	$10.96M	01/06/1995	No	−6.64%	−8.20%	−2.87%	7.63%	4.16%	3.30%	7.51%
Mercer Core Global Shares Fund	The fund invests in shares listed on share markets predominately in developed economies. The portfolio uses multiple managers and is diversified by region, manager and investment approaches.	International Equities	1.51%	1.51%	0.13% / 0.13%	5	100% / 0%	Active	–	2 Days	2 Days	PIE	$56.68M	26/11/2007	No	−1.31%	4.12%	14.91%	21.32%	17.95%	15.85%	12.49%
Mercer Core Hedged Global Shares Fund	The fund invests in shares listed on share markets predominately in developed economies, and is fully hedged to the New Zealand dollar. The portfolio uses multiple managers and is diversified by region, manager and investment approaches.	International Equities	1.74%	1.74%	0.17% / 0.17%	6	100% / 0%	Active	–	2 Days	2 Days	PIE	$18.6M	26/11/2007	No	−2.74%	−3.25%	0.22%	8.41%	8.96%	11.17%	8.14%
Mercer Emerging Markets Shares Fund	The fund invests in shares listed on share markets in emerging economies. The portfolio is managed using a single manager.	International Equities	2.07%	2.07%	0.25% / 0.25%	5	100% / 0%	Active	–	2 Days	2 Days	PIE	$6.37M	01/11/2007	No	2.85%	8.16%	12.29%	18.38%	4.40%	4.60%	5.14%
Mercer Sustainable Balanced Fund	The fund is a diversified portfolio with a slightly higher allocation to a mix of growth assets (e.g., shares and listed property) relative to a mix of income assets (e.g., cash and fixed income). The fund has been certified by the Responsible Investment Association of Australasia.	Diversified	1.32%	1.32%	0.12% / 0.12%	4	60% / 40%	Active	–	2 Days	2 Days	PIE	$33.79M	11/08/2009	Yes	−1.07%	−0.08%	3.44%	8.44%	4.08%	5.23%	5.26%
Mercer Responsible Global Shares Fund	The fund invests in shares listed on international share markets managed within a sustainable approach. The fund is managed to specific ‘sustainable investment’ criteria which prohibits investments in certain companies or activities, and encourages investment in companies with strong environmental, social and governance characteristics. This fund has additional exclusions applied as described in our Sustainable Investment Policy and has been certified by the Responsible Investment Association of Australasia (RIAA).	International Equities	1.53%	1.53%	0.15% / 0.10%	5	100% / 0%	Active	–	2 Days	2 Days	PIE	$12.96M	06/11/2007	No	−2.97%	−0.21%	7.40%	15.15%	10.08%	11.95%	8.57%
Mercer Responsible Hedged Global Fixed Interest Index Fund	The fund is a passively managed international fixed interest portfolio that is designed to track the return of the Bloomberg Barclays MSCI Global Aggregate SRI Select ex Fossil Fuels Index. The fund is fully hedged to New Zealand dollars. As described in our Sustainable Investment Policy, this fund is managed to specific ‘sustainable investment’ criteria which prohibits investments in certain companies or activities, and encourages investment in companies with strong environmental, social and governance characteristics.	International Fixed Interest	0.44%	0.44%	0.16% / 0.06%	4	0% / 100%	Passive	Semi-annually	2 Days	2 Days	PIE	$546.26M	27/11/2017	Yes	1.24%	0.36%	0.95%	4.88%	−0.37%	−0.84%	–
Mercer Responsible Trans-Tasman Shares Fund	The fund is a diversified portfolio of predominantly New Zealand shares across a range of industries and sectors. The portfolio may also invest in Australian shares. The fund is managed to specific ‘sustainable investment’ criteria which prohibits investments in certain companies or activities, and encourages investment in companies with strong environmental, social and governance factors and also actively engages on key thematic engagements each year. This fund has additional exclusions applied as described in our Sustainable Investment Policy and has been certified by the Responsible Investment Association of Australasia (RIAA).	Australasian Equities	0.91%	0.91%	0.25% / 0.25%	5	100% / 0%	Active	–	2 Days	2 Days	PIE	$35.81M	12/12/2012	No	−3.36%	−3.41%	2.98%	12.07%	3.20%	5.07%	9.43%
Mercer Global Shares Fund	The fund invests in international shares listed on share markets around the world by using investment managers from around the world which are combined in a multi-manager fund.	International Equities	1.41%	1.41%	0.12% / 0.11%	5	100% / 0%	Active	–	2 Days	2 Days	PIE	$27.87M	13/12/1994	No	−1.18%	1.47%	7.78%	15.54%	12.01%	12.48%	9.84%
Mercer Income Generator Fund	The fund aims to provide a gross fixed monthly income in excess of bank deposit rates, along with a positive return on capital over the long term. To achieve this, the fund invests in a diversified mix of growth and defensive assets, with a focus on reliable income generation.	Diversified	0.95%	1.00%	0.12% / 0.09%	4	40% / 60%	Active	–	2 Days	2 Days	PIE	$32.38M	30/06/2014	No	−0.58%	−1.21%	0.43%	6.00%	3.07%	3.35%	5.23%
Mercer Macquarie Australian Shares Fund	The fund is a diversified portfolio of Australian shares across a range of industries and sectors.	Australasian Equities	0.49%	0.49%	0.20% / 0.20%	6	100% / 0%	Active	–	2 Days	2 Days	PIE	$354.84M	17/09/1996	No	−3.32%	−1.85%	5.32%	14.30%	10.77%	9.26%	7.30%
Mercer Macquarie Global Income Opportunities Fund	The fund is a diversified portfolio of highly rated global fixed interest securities. At the total portfolio level the fund will have a shorter maturity than most traditional fixed interest funds, with an emphasis on minimising capital loss.	International Fixed Interest	1.17%	1.17%	0.13% / 0.13%	3	0% / 100%	Active	Semi-annually	2 Days	2 Days	PIE	$8.47M	11/05/2012	No	0.65%	1.36%	2.27%	5.81%	3.22%	1.75%	2.17%
Mercer Macquarie Global Listed Infrastructure Fund	The fund invests in infrastructure securities in both developed and emerging markets across a range of sectors. This provides access to a range of infrastructure sectors across geographic regions, with active portfolio management that seeks to target excess returns and predictable, stable cash flows.	Other	1.36%	1.36%	0.25% / 0.25%	6	100% / 0%	Active	Semi-annually	2 Days	2 Days	PIE	$171.05M	07/09/2012	No	1.69%	−3.56%	0.97%	12.85%	5.21%	5.37%	6.02%
Mercer Macquarie Global Listed Real Estate Fund	The fund invests in a global portfolio of property securities listed on stock exchanges around the world. It aims to generate medium to high returns over the long term by investing in a broad range of property regions, sectors and securities through a single fund.	Listed Property	1.36%	1.36%	0.25% / 0.25%	6	100% / 0%	Active	Semi-annually	2 Days	2 Days	PIE	$173.51M	29/11/2007	Yes	1.85%	−3.05%	−0.06%	9.74%	−2.33%	0.90%	3.17%
Mercer Macquarie NZ Cash Fund	The fund is an actively managed portfolio of bank bills, floating rate notes and short term securities and liquid deposits and is a very low risk product that targets capital security.	Cash and Cash Equivalents	0.30%	0.30%	0% / 0%	2	0% / 100%	Active	Monthly	2 Days	2 Days	PIE	$328.54M	01/06/1995	Yes	0.33%	1.09%	2.33%	5.26%	4.55%	3%	2.63%
Mercer Macquarie NZ Fixed Interest Fund	The fund is an actively managed portfolio of fixed interest securities, focusing predominantly on government bonds and corporate securities in the New Zealand market.	New Zealand Fixed Interest	0.60%	0.60%	0.07% / 0.07%	3	0% / 100%	Active	Semi-annually	2 Days	2 Days	PIE	$242.34M	05/06/1995	Yes	0.66%	1.32%	1.97%	7.30%	2.04%	0.07%	2.42%
Mercer Macquarie NZ Short Duration Fund	The fund is an actively managed portfolio of fixed interest securities, focusing predominantly on corporate securities in the New Zealand and Australian market with a shorter average maturity than a standard fixed interest fund.	New Zealand Fixed Interest	0.64%	0.64%	0.05% / 0.05%	2	0% / 100%	Active	Semi-annually	2 Days	2 Days	PIE	$58.95M	28/09/2007	No	0.36%	1.52%	2.87%	7.26%	3.85%	2.19%	2.94%
Mercer Macquarie Real Return Opportunities Fund	The fund is a diversified fund that aims to generate a positive return above inflation and to actively respond to changing market conditions with a flexible approach to investing.	Diversified	1.50%	1.50%	0.13% / 0.14%	4	0% / 100%	Active	Semi-annually	2 Days	2 Days	PIE	$4.32M	11/12/2013	No	0.38%	1.11%	2.34%	5.49%	2.12%	2.90%	3.14%
Mercer NZ Shares Passive Fund	The fund is a passively managed New Zealand shares portfolio that is designed to track the return of the S&P/NZX 50 Index.	Australasian Equities	0.34%	0.34%	0.13% / 0.13%	5	100% / 0%	Passive	Semi-annually	2 Days	2 Days	PIE	$365.78M	27/11/2017	Yes	−3.00%	−3.52%	1.54%	7.87%	2.32%	2.74%	–

Mercer InvestNow KiwiSaver Scheme investment options

Search:

Provides exposure to a passively managed global shares portfolio. The underlying fund targets a position of being 69% gross hedged to the NZ dollar. Aims to provide returns that closely match those of the MSCI All Country World ex-Tobacco Index with net dividends reinvested (69% gross hedged to the NZ dollar) over the minimum recommended investment timeframe.

Provides exposure to a diversified fund that invests across asset types, with a slightly lower mix of income assets and slightly higher mix of growth assets. The underlying fund is managed to specific ‘responsible investment’ criteria. Aims to provide capital growth over the longer-term with moderate levels of volatility.

Provides exposure to a passively managed international fixed interest portfolio. Aims to provide a return that closely matches the return of the Bloomberg MSCI Global Aggregate SRI Select ex-Fossil Fuels Index, fully hedged to the New Zealand dollar.

Provides exposure to an actively managed fund that invests in a global portfolio of property securities listed on stock exchanges around the world. Environmental, Social and Governance characteristics are integrated into the investment process. Aims to provide a gross return above the FTSE EPRA/NAREIT Developed Total Return Index with net dividends reinvested, fully hedged to New Zealand dollars, on a rolling three year basis.

Provides exposure to an actively managed portfolio of bank bills, floating rate notes and short term deposits and securities, that targets capital security and liquidity. Environmental, Social and Governance characteristics are integrated into the investment process where applicable. Aims to provide a gross return above the return of the Bloomberg NZBond Bank Bill Index on a rolling 12 month basis.

Provides exposure to an actively managed portfolio of fixed interest securities, focusing predominantly on government bonds and corporate securities in the New Zealand market. Environmental, Social and Governance characteristics are integrated into the investment process where applicable. Aims to provide a gross return above the return of the Bloomberg NZBond Composite 0+ Yr Index on a rolling three year basis.

Provides exposure to a passively managed New Zealand shares portfolio that is designed to track the return of the S&P/NZX 50 Index. Aims to provide a return that closely matches the return of the S&P/NZX 50 Index (on a gross basis and including imputation credits).

Underlying Fund	Description	Sector	PDS Fee	QFU Fee	Buy/Sell Spread	Risk Indicator	Target Growth/Income Assets	Management Style	Distribution Frequency	Buy Timeframe	Sell Timeframe	Fund Type	Net Assets	Inception Date	1 Month	3 Months	6 Months	1 Year	3 Years	5 Years	10 Years
Mercer All Country Global Shares Index Fund	Provides exposure to a passively managed global shares portfolio. The underlying fund targets a position of being 69% gross hedged to the NZ dollar. Aims to provide returns that closely match those of the MSCI All Country World ex-Tobacco Index with net dividends reinvested (69% gross hedged to the NZ dollar) over the minimum recommended investment timeframe.	International Equities	0.46%	0.46%	0.07% / 0.12%	5	100% / 0%	Passive	Semi-annually	2 Days	2 Days	PIE	$87.24M	27/11/2017	−0.41%	2.25%	8.54%	17.80%	11.25%	12.71%	–
Mercer Sustainable Balanced Fund	Provides exposure to a diversified fund that invests across asset types, with a slightly lower mix of income assets and slightly higher mix of growth assets. The underlying fund is managed to specific ‘responsible investment’ criteria. Aims to provide capital growth over the longer-term with moderate levels of volatility.	Diversified	1.32%	1.32%	0.12% / 0.12%	4	60% / 40%	Active	–	2 Days	2 Days	PIE	$33.79M	11/08/2009	−1.07%	−0.08%	3.44%	8.44%	4.08%	5.23%	5.26%
Mercer Responsible Hedged Global Fixed Interest Index Fund	Provides exposure to a passively managed international fixed interest portfolio. Aims to provide a return that closely matches the return of the Bloomberg MSCI Global Aggregate SRI Select ex-Fossil Fuels Index, fully hedged to the New Zealand dollar.	International Fixed Interest	0.44%	0.44%	0.16% / 0.06%	4	0% / 100%	Passive	Semi-annually	2 Days	2 Days	PIE	$546.26M	27/11/2017	1.24%	0.36%	0.95%	4.88%	−0.37%	−0.84%	–
Mercer Macquarie Global Listed Real Estate Fund	Provides exposure to an actively managed fund that invests in a global portfolio of property securities listed on stock exchanges around the world. Environmental, Social and Governance characteristics are integrated into the investment process. Aims to provide a gross return above the FTSE EPRA/NAREIT Developed Total Return Index with net dividends reinvested, fully hedged to New Zealand dollars, on a rolling three year basis.	Listed Property	1.36%	1.36%	0.25% / 0.25%	6	100% / 0%	Active	Semi-annually	2 Days	2 Days	PIE	$173.51M	29/11/2007	1.85%	−3.05%	−0.06%	9.74%	−2.33%	0.90%	3.17%
Mercer Macquarie NZ Cash Fund	Provides exposure to an actively managed portfolio of bank bills, floating rate notes and short term deposits and securities, that targets capital security and liquidity. Environmental, Social and Governance characteristics are integrated into the investment process where applicable. Aims to provide a gross return above the return of the Bloomberg NZBond Bank Bill Index on a rolling 12 month basis.	Cash and Cash Equivalents	0.30%	0.30%	0% / 0%	2	0% / 100%	Active	Monthly	2 Days	2 Days	PIE	$328.54M	01/06/1995	0.33%	1.09%	2.33%	5.26%	4.55%	2.90%	2.63%
Mercer Macquarie NZ Fixed Interest Fund	Provides exposure to an actively managed portfolio of fixed interest securities, focusing predominantly on government bonds and corporate securities in the New Zealand market. Environmental, Social and Governance characteristics are integrated into the investment process where applicable. Aims to provide a gross return above the return of the Bloomberg NZBond Composite 0+ Yr Index on a rolling three year basis.	New Zealand Fixed Interest	0.60%	0.60%	0.07% / 0.07%	3	0% / 100%	Active	Semi-annually	2 Days	2 Days	PIE	$242.34M	05/06/1995	0.66%	1.32%	1.97%	7.30%	2.04%	0.07%	2.42%
Mercer NZ Shares Passive Fund	Provides exposure to a passively managed New Zealand shares portfolio that is designed to track the return of the S&P/NZX 50 Index. Aims to provide a return that closely matches the return of the S&P/NZX 50 Index (on a gross basis and including imputation credits).	Australasian Equities	0.34%	0.34%	0.13% / 0.13%	5	100% / 0%	Passive	Semi-annually	2 Days	2 Days	PIE	$365.78M	27/11/2017	−3.00%	−3.52%	1.54%	7.87%	2.32%	2.74%	–

Important Information

For a description of what each column heading means, please click here.
The performance figures are for periods ending 28 February 2025.
Past performance is not a guarantee of future returns. Returns are after fees, before tax and denominated in NZD. Performance figures over 1 year are annualised.
Performance data is sourced from Morningstar or from the underlying fund manager.
For any funds offered within the InvestNow KiwiSaver Scheme, the fund performance figures outlined are for the underlying funds that it invests into.
Please note, the PDS fee is the manager’s estimated total annual fund charge as stated in the Product Disclosure Statement (PDS) for this fund. The Quarterly Fund Update (QFU) Fee is the latest actual total annual fund charge reported by the fund for its most recent financial year, as stated in the fund’s most recent Quarterly Fund Update. Both figures include any applicable GST as well as any performance-based fees if applicable.
Transaction-based charges may also apply when you buy or sell a fund, which could include buy/sell spreads (as outlined in the buy/sell spread column), entry/exit fees (denoted by * in the buy/sell spread column), or swing pricing adjustments (denoted by ** in the buy/sell spread column). Please see the PDS for full details on the charges that can apply.
Managed funds in New Zealand must have a standard risk indicator. The risk indicator is designed to help investors understand the uncertainties both for loss and growth that may affect their investment. You can compare funds using the risk indicator – 1 is lower risk and potentially lower returns, while 7 is higher risk and potentially higher returns.

Latest news & updates from Mercer

Mercer Investment Funds Information

For detailed information on Mercer Investment Funds, including pricing, performance, and documents such as PDSs, quarterly updates and annual reports.

Find out more >>

Manager’s Perspective: Why investing now is the best decision you can make

October 2024
InvestNow asked Mercer to share their insights on why investing now is the best decision you can make.

Mercer Investment Funds Annual Report – Year ended 31 March 2023

Financial statements and auditor’s report

The latest full financial statements for the scheme that comply with, and have been registered under, the Financial Markets Conduct Act 2013 cover the period from 1 April 2022 to 31 March 2023 and were authorised for issue by the Manager, Mercer (N.Z.) Limited, on 27 July 2023. Copies of these statements (including the auditor’s report) are available on the scheme register at disclose-register.companiesoffice.govt.nz.

Investment market commentary 31 May 2023

Tensions were high in May as market participants eagerly awaited a decision on whether Washington would vote to lift the US debt ceiling to avoid a default on its financial obligations …

Mercer’s ‘Periodic Table’ of Investment returns

… Mercer’s “Periodic Table” of investment returns. Produced annually, the Periodic Table colour-codes 16 major asset classes and ranks how each performed, on an annual basis, over the last 10 years.

Product Disclosure Statements for Mercer’s managed funds on InvestNow

You can find here a list of Product Disclosure Statements for the Mercer managed funds available on InvestNow…

Product Disclosure Statements for the Mercer funds in the InvestNow KiwiSaver Scheme

You can find here a list of Product Disclosure Statements for the Mercer funds available in the InvestNow KiwiSaver Scheme…

Join today!

Pick and choose from 150+ managed funds on InvestNow, including funds from Mercer. Create an account or log in.

Join Now

Mercer on InvestNow

How Mercer describe themselves:

Mercer investment options

Mercer InvestNow KiwiSaver Scheme investment options

Latest news & updates from Mercer

Mercer Investment Funds Information

Manager’s Perspective: Why investing now is the best decision you can make

Mercer Investment Funds Annual Report – Year ended 31 March 2023

Investment market commentary 31 May 2023

Mercer’s ‘Periodic Table’ of Investment returns

Product Disclosure Statements for Mercer’s managed funds on InvestNow

Product Disclosure Statements for the Mercer funds in the InvestNow KiwiSaver Scheme

Join today!

Share this story - select platform: