Annual fund charge
1.34%
vs peer avg 0.95%
Risk indicator
5/7
1 = lower risk · 7 = higher risk
5-year return p.a.
8.36%
peer avg 6.03%
Fund size
NZ$83.8m
98% growth · 2% income
The fund invests in infrastructure securities in both developed and emerging markets across a range of sectors. This provides access to a range of infrastructure sectors across geographic regions, with active portfolio management that seeks to target excess returns and predictable, stable cash flows. Environmental, Social and Governance characteristics are integrated into the investment process. The fund aims to provide total returns (income and capital growth) after costs and before tax, above the FTSE Developed Core Infrastructure 50/50 Index (100% hedged to the
About this category
Funds that do not fit the standard asset-class categories — global listed infrastructure, digital-asset funds, peer-to-peer income funds.
About Mercer
Global wealth and consulting firm with a passive-leaning multi-asset fund range in NZ.
See all funds from Mercer →Head-to-head
Compare Mercer Global Listed Infrastructure Fund with…
Side-by-side numbers — fees, returns, risk, fund size, asset mix.
Peer funds
