Fund-vs-fund · International Equities
AMP International Shares Managed Fund vs Mercer Responsible Global Shares Fund
Both are International Equities funds available to NZ retail investors. Numbers below are sourced from the FMA Disclose register via Sorted Smart Investor and reflect the latest published quarterly fund updates.
| Metric | AMP | Mercer | Lower / higher is |
|---|---|---|---|
| Annual fund charge | 0.79% | 1.69% | Lower is better |
| Risk indicator (1–7) | 5 | 5 | Higher = more volatility |
| 5-year return p.a. | — | 9.26% | Higher is better (past not future) |
| Fund size | NZ$11m | NZ$13m | Larger = more stable, lower close-risk |
| Growth / income split | 98% / 2% | 98% / 2% | More growth = higher long-run return + volatility |
What each fund says it does
AMP
AMP International Shares Managed Fund
This is a single sector fund with exposure to a diversified international equities portfolio. The fund aims to achieve long term capital growth through exposure to equities of companies listed on stock exchanges around the world.Full AMP AMP International Shares Managed Fund profile →
Mercer
Mercer Responsible Global Shares Fund
The fund invests in shares listed on international share markets managed within a sustainable approach. The fund is managed to include specific additional responsible exclusions criteria which aims to avoid investment in certain companies or activities, and is manaed with reference to environmental, social and governance factors. This fund has additional exclusions applied as described in our Sustainable Investment Policy and has been certified by the Responsible Investment Association of Australasia (RIAA). The fund aims to outperform the MSCI World Index withFull Mercer Mercer Responsible Global Shares Fund profile →
Important: This comparison is general information only — not personalised financial advice.
Past performance is not a reliable indicator of future returns. The right fund for you depends on your personal
circumstances. Read each fund's Product Disclosure Statement and consider speaking to a licensed financial adviser.