Morningstar Fund Report
Mercer KiwiSaver Growth
Performance
31 Jan 2021
Growth of $10,000

Fund: Mercer KiwiSaver Growth

Index: Morningstar NZ Msec Growth TR NZD

Category: Multisector - Growth
Financial Year Total Returns
-- | -- | -- | -- | |
---|---|---|---|---|
Fund | -- | -- | -- | -- |
+/- Cat | -- | -- | -- | -- |
+/- Index | -- | -- | -- | -- |
Trailing Total Returns
as at 31 Jan 2021Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 0.22 | -- | 0.86 | -- |
3 Month | 8.68 | -- | 3.05 | -- |
1 Year | 7.67 | -- | 3.76 | -- |
3 Year | 6.97 | -- | -1.64 | -- |
5 Year | 9.75 | -- | 0.16 | -- |
Risk Analysis
as at 31 Jan 20213-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 9.83 | -- | -- |
Sharpe Ratio | 0.62 | -- | -- |
R-Squared | 85.44 | -- | -- |
Beta | 0.93 | -- | -- |
Alpha | -0.96 | -- | -- |
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 Nov 2020) |
144.25 |
Minimum Investment $ | 0 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 31 Mar 2020

Size | Large Style | Blend
Asset Allocation
% as at 30 Sep 2020
Domestic Equity | 14.405 |
International Equity | 49.416 |
Listed Property | 3.398 |
Unlisted Property | 3.329 |
Domestic Fixed Interest | 4.864 |
International Fixed Interest | 12.849 |
Cash | 1.425 |
Other | 10.313 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at --
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector - Growth |
Entry Price $ | -- |
Exit Price $ | -- |
Exit Price 1 Week Change $ |
-- |
Morningstar Ratings
Overall |
![]() |
3 Year |
![]() |
5 Year |
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10 Year |
Fees & Expenses
One-Time
Entry Fee/Contribution Fee | 0.00% |
Exit Fee/Withdrawal Fee | 0.00% |
Buy/Sell Spread | -- |
Annual
MER pa (31 Dec 2020) | 0.8900 |
Max Management Fee pa![]() |
0.77% |
Max Admin Fee pa![]() |
0.00% |
Max Brokerage | 0.0000 |