Annual fund charge
0.68%
vs peer avg 0.66%
Risk indicator
2/7
1 = lower risk · 7 = higher risk
5-year return p.a.
1.87%
peer avg 1.15%
Fund size
NZ$47.0m
0% growth · 100% income
The fund is an actively managed portfolio of fixed interest securities. It is a low-risk investment product, focusing predominantly on corporate securities in the New Zealand and Australian market with a shorter average maturity than a standard fixed interest fund. Environmental, Social and Governance characteristics are integrated into our investment process. The fund aims to provide a Gross Return1 above the return of the Bloomberg NZBond Swaps 1–3 Year 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.
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