Morningstar Fund Report
Mercer KiwiSaver Sustainable Plus Hi Gr
Performance
31 May 2022
Growth of $10,000

Fund: Mercer KiwiSaver Sustainable Plus Hi Gr

Index: Morningstar NZ Agg Tgt Alloc NR NZD

Category: Multisector - Aggressive
Financial Year Total Returns
-- | -- | -- | -- | |
---|---|---|---|---|
Fund | -- | -- | -- | -- |
+/- Cat | -- | -- | -- | -- |
+/- Index | -- | -- | -- | -- |
Trailing Total Returns
as at 31 May 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -1.51 | 0.46 | -0.28 | 9 / 30 |
3 Month | -3.91 | 0.21 | -2.00 | 11 / 29 |
1 Year | -2.32 | 2.17 | -4.01 | 5 / 28 |
3 Year | 7.72 | 0.50 | -1.07 | 9 / 27 |
5 Year | 7.70 | 0.35 | -1.65 | 8 / 23 |
Risk Analysis
as at 31 May 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 11.91 | 12.32 | 10.91 |
Sharpe Ratio | 0.63 | 0.55 | -- |
R-Squared | 86.94 | 85.88 | -- |
Beta | 1.02 | 1.04 | -- |
Alpha | -1.04 | -2.1 | -- |
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) |
289.71 |
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 | 20.255 |
International Equity | 59.447 |
Listed Property | 3.344 |
Unlisted Property | 3.338 |
Domestic Fixed Interest | 0.858 |
International Fixed Interest | 2.575 |
Cash | 2.131 |
Other | 8.053 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at --
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector - Aggressive |
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) | 0.94% |
Investment Management Fee | 0.82% |
Performance Fee Costs | -- |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |