Annual fund charge
1.33%
vs peer avg 0.95%
Risk indicator
6/7
1 = lower risk · 7 = higher risk
5-year return p.a.
0.87%
peer avg 6.03%
Fund size
NZ$66.2m
98% growth · 2% income
The fund invests in a global portfolio of property securities listed on stock exchanges around the world. It aims to generate medium to high returns over the long term by investing in a broad range of property regions, sectors and securities through a single fund. Environmental, Social and Governance characteristics are integrated into the investment process. The fund aims provide a Gross Return above the FTSE EPRA/NAREIT Developed Total Return Index with net dividends reinvested (100% hedged to the NZD on an after-tax basis) on a rolling three-year basis.
About this category
Funds investing in listed property companies and Real Estate Investment Trusts (REITs). Provides equity-like exposure to commercial, industrial, retail and residential property.
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 Real Estate Fund with…
Side-by-side numbers — fees, returns, risk, fund size, asset mix.
Peer funds
Other Listed Property funds
ANZ Investments
ANZ Investments OneAnswer Property Securities Fund
PIE
Dexus
Dexus Global REIT Fund
PIE
Fisher Funds
Fisher Funds Property & Infrastructure Fund
PIE
Harbour
Harbour Real Estate Investment Fund
PIE
Mint
Mint Australasian Property Fund
PIE
Pathfinder
Pathfinder Global Property Fund
PIE