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

Fund: Mercer KiwiSaver Sustainable Plus Shares

Index: MSCI World GR NZD

Category: Equity Region World
Financial Year Total Returns
Mar-20 | Mar-21 | Mar-22 | Apr-22 | |
---|---|---|---|---|
Fund | -7.65 | 40.35 | 2.98 | -4.53 |
+/- Cat | -8.89 | 3.96 | -2.46 | -2.25 |
+/- Index | -11.33 | 9.34 | -8.38 | -2.83 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -4.53 | -2.25 | -2.83 | 37 / 46 |
3 Month | -5.74 | -0.31 | 1.22 | 25 / 46 |
1 Year | -4.12 | -4.77 | -11.25 | 31 / 41 |
3 Year | 7.25 | -3.34 | -4.71 | 28 / 33 |
5 Year | 8.49 | -2.01 | -3.50 | 22 / 26 |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 13.92 | 12.71 | -- |
Sharpe Ratio | 0.53 | 0.75 | -- |
R-Squared | 69.11 | 77.33 | -- |
Beta | 0.94 | 0.9 | -- |
Alpha | -3.36 | -0.81 | -- |
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) |
45.11 |
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 | 25.196 |
International Equity | 74.305 |
Listed Property | 0.000 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 0.000 |
International Fixed Interest | 0.000 |
Cash | 0.499 |
Other | 0.000 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at --
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Equity Region World |
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) | 0.93% |
Investment Management Fee | 0.90% |
Performance Fee Costs | -- |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |