Morningstar Fund Report
Mercer KiwiSaver Sustainable Cnsrv
Performance
30 Apr 2022
Growth of $10,000

Fund: Mercer KiwiSaver Sustainable Cnsrv

Index: Morningstar NZ Con Tgt Alloc NR NZD

Category: Multisector - Conservative
Financial Year Total Returns
Mar-20 | Mar-21 | Mar-22 | Apr-22 | |
---|---|---|---|---|
Fund | 1.47 | 7.47 | -1.02 | -2.42 |
+/- Cat | -0.76 | 0.23 | 0.71 | -0.68 |
+/- Index | -2.62 | 4.70 | 1.51 | -0.58 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -2.42 | -0.68 | -0.58 | 32 / 36 |
3 Month | -4.34 | -0.83 | -0.30 | 28 / 36 |
1 Year | -4.23 | -0.04 | 0.61 | 21 / 36 |
3 Year | 1.51 | -0.21 | 0.87 | 21 / 35 |
5 Year | 2.80 | -0.01 | 0.65 | 20 / 32 |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 4.21 | 3.89 | 3.37 |
Sharpe Ratio | 0.23 | 0.31 | -- |
R-Squared | 73.54 | 71.64 | -- |
Beta | 1.08 | 0.99 | -- |
Alpha | 0.88 | 0.98 | -- |
Fund Details
Fund Inception | 01 Oct 2007 |
Responsible Entity | Mercer (N.Z.) Limited |
Fund Manager | Mercer (N.Z.) Limited |
Base Currency | $NZ |
Net Assets $Mil (as at 30 Apr 2022) |
714.66 |
Minimum Investment $ | 0 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 30 Sep 2021

Size | Large Style | Blend
Asset Allocation
% as at 30 Apr 2022
Domestic Equity | 4.994 |
International Equity | 14.891 |
Listed Property | 0.000 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 14.874 |
International Fixed Interest | 32.575 |
Cash | 32.666 |
Other | 0.000 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at --
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector - Conservative |
Entry Price $ | -- |
Exit Price $ | -- |
Exit Price 1 Week Change $ |
-- |
Morningstar Ratings
Overall |
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3 Year |
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5 Year |
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10 Year |
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Prosective Fees & Costs
as at 15 Nov 2021
Total Cost Ratio (Prospective) | 0.47% |
Investment Management Fee | 0.42% |
Performance Fee Costs | -- |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |