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5/11/2024
Insurance Company
last updated on 2023-12-12 12:32:55
| Rating | |
| Fund name |
MERCER BALANCED FUND |
| Membership fee per annum |
$23 |
| Fund performance 5 year |
4.43% |
| Number of members |
1729 |
| Date fund started |
2007-10-01 |
| Fund type |
Balanced |
| Estimated annual fees |
1.22% |
| NZ invested Assets |
19.14% |
| Total value of fund |
$55 092 813 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
4% |
| Growth Assets |
60% |
| Bonds |
36% |
| Investments |
The fund invests in a wide range of assets which may be suitable for long-term investors who want a diversified investment with exposure to shares, real assets, alternative assets, fixed interest and cash. The fund aims to achieve enhanced longer term returns from the 60% benchmark allocation to growth assets. |
