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

Fund: Mercer KiwiSaver Sustainable Plus Mod

Index: Morningstar NZ Mod Tgt Alloc NR NZD

Category: Multisector - Moderate
Financial Year Total Returns
-- | -- | -- | -- | |
---|---|---|---|---|
Fund | -- | -- | -- | -- |
+/- Cat | -- | -- | -- | -- |
+/- Index | -- | -- | -- | -- |
Trailing Total Returns
as at 31 May 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -0.70 | 0.12 | -0.11 | 21 / 57 |
3 Month | -3.05 | 0.03 | -0.13 | 16 / 56 |
1 Year | -3.36 | 1.23 | 0.31 | 9 / 56 |
3 Year | 3.14 | 0.99 | 1.10 | 13 / 53 |
5 Year | 3.86 | 0.54 | 0.15 | 15 / 46 |
Risk Analysis
as at 31 May 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 5.4 | 5.47 | 4.88 |
Sharpe Ratio | 0.48 | 0.79 | -- |
R-Squared | 84.32 | 85.45 | -- |
Beta | 1.02 | 1.04 | -- |
Alpha | 1.08 | 0.02 | -- |
Fund Details
Fund Inception | 18 Feb 2015 |
Responsible Entity | Mercer (N.Z.) Limited |
Fund Manager | Mercer (N.Z.) Limited |
Base Currency | $NZ |
Net Assets $Mil (as at 30 Apr 2022) |
216.38 |
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 | 9.631 |
International Equity | 22.102 |
Listed Property | 1.927 |
Unlisted Property | 1.571 |
Domestic Fixed Interest | 12.586 |
International Fixed Interest | 27.819 |
Cash | 19.548 |
Other | 4.815 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at --
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector - Moderate |
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 |
Prosective Fees & Costs
as at 15 Nov 2021
Total Cost Ratio (Prospective) | 0.69% |
Investment Management Fee | 0.59% |
Performance Fee Costs | -- |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |