Fund-vs-fund · International Equities
Foundation Series Nasdaq-100 Fund vs Mercer 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 | Foundation Series | Mercer | Lower / higher is |
|---|---|---|---|
| Annual fund charge | 0.15% | 1.25% | Lower is better |
| Risk indicator (1–7) | 6 | 5 | Higher = more volatility |
| 5-year return p.a. | — | 10.36% | Higher is better (past not future) |
| Fund size | NZ$26m | NZ$30m | 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
Foundation Series
Foundation Series Nasdaq-100 Fund
The Fund aims for high long-run returns by investing in an ETF that invests in shares of the largest non-financial companies listed on the Nasdaq stock exchange.Full Foundation Series Foundation Series Nasdaq-100 Fund profile →
Mercer
Mercer Global Shares Fund
The fund invests in international shares listed on share markets around the world by using investment managers from around the world which are combined in a multi-manager fund. Environmental, Social and Governance characteristics are integrated into the underlying investment managers’ investment processes where applicable. The fund aims to provide a Gross Return above the return of the MSCI All Country World Index with net dividends reinvested (50% hedged to NZD on an after-tax basis) on a rolling three-year basis.Full Mercer Mercer 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.