Annual fund charge
0.60%
vs peer avg 0.66%
Risk indicator
3/7
1 = lower risk · 7 = higher risk
5-year return p.a.
0.71%
peer avg 1.15%
Fund size
NZ$183.9m
0% growth · 100% income
The fund is an actively managed portfolio of fixed interest securities. It is a medium risk investment product, focusing predominantly on government bonds and corporate securities in the New Zealand market. Environmental, Social and Governance characteristics are integrated into our investment process. The fund aims to provide a Gross Return above the return of the Bloomberg NZBond Composite 0+ Yr Index on a rolling three-year basis.
About this category
Funds investing in New Zealand-issued government and corporate bonds. Generally lower-risk than equity funds; income-focused.
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
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