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About

Morningstar Fund Report

Mercer KiwiSaver Sustainable Plus Hi Gr

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Fund Report | Report generated 18 Oct 2021 |

Performance

30 Sep 2021

Growth of $10,000

Fund
Fund: Mercer KiwiSaver Sustainable Plus Hi Gr
Index
Index: Morningstar NZ Msec Aggressive TR NZD
Category
Category: Multisector - Aggressive

Financial Year Total Returns

Mar-19 Mar-20 Mar-21 Sep-21
Fund 7.18 -6.83 33.97 7.98
+/- Cat -0.31 -1.63 0.80 1.44
+/- Index -3.68 -6.76 5.30 0.59

Trailing Total Returns

as at 30 Sep 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month -2.37 -0.27 -0.68 20 / 27
3 Month 2.08 1.26 0.73 1 / 27
1 Year 23.25 3.59 3.80 4 / 26
3 Year 10.42 0.49 0.04 7 / 25
5 Year 11.29 0.35 -1.21 7 / 20

Risk Analysis

as at 30 Sep 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 11.91 12.65 12.09
Sharpe Ratio 0.83 0.74 --
R-Squared 86.52 86.55 --
Beta 0.92 0.97 --
Alpha 0.84 -0.25 --

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 Sep 2021)
296.71
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
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Cash Distributions --

Current Investment Style

as at 31 Mar 2021

Size | Large Style | Blend

Asset Allocation

% as at 30 Sep 2021

Domestic Equity 18.299
International Equity 60.422
Listed Property 3.269
Unlisted Property 2.662
Domestic Fixed Interest 0.471
International Fixed Interest 2.566
Cash 2.973
Other 9.338

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 $
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Morningstar Ratings

Overall 4
3 Year 4
5 Year 4
10 Year 4

Prosective Fees & Costs

as at 28 Feb 2021

Total Cost Ratio (Prospective) 0.93%
Investment Management Fee 0.82%
Performance Fee Costs 0.00%
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --