×

Compare Insurance, Mortgage Rates, KiwiSaver & more
5/11/2024

Mercer - SUSTAINABLE PLUS SHARES FUND

Financial Services Company

last updated on 2023-12-12 12:32:59

https://cdn.moneycompare.co.nz/uploads/web/logo/1/s9tm6a3qxfD-tdyKYNAjX6zU1eVf2uDS.png

Overview

Rating

Fund name

SUSTAINABLE PLUS SHARES FUND

Membership fee per annum

0.00

Fund performance 5 year

7.99%

Number of members

2230

Date fund started

2015-02-18

Fund type

Aggressive

Estimated annual fees

0.94%

NZ invested Assets

25.34%

Total value of fund

$55 114 844

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

0.00

Growth Assets

100%

Bonds

0.00

Investments

Investments

Invests almost entirely in shares. May be suitable for investors seeking exposure mostly to shares and who are comfortable with a high level of volatility in returns. This fund is managed with reference to environmental, social and governance (ESG) factors and is certified by the Responsible Investment Association of Australasia.