Mercer Responsible Global Shares Fund
Managed by Mercer Annual fund charge
1.69%
vs peer avg 0.95%
Risk indicator
5/7
1 = lower risk · 7 = higher risk
5-year return p.a.
9.26%
peer avg 6.03%
Fund size
NZ$12.9m
98% growth · 2% income
The fund invests in shares listed on international share markets managed within a sustainable approach. The fund is managed to include specific additional responsible exclusions criteria which aims to avoid investment in certain companies or activities, and is manaed with reference to environmental, social and governance factors. This fund has additional exclusions applied as described in our Sustainable Investment Policy and has been certified by the Responsible Investment Association of Australasia (RIAA). The fund aims to outperform the MSCI World Index with
Key facts
Fund start date
6 November 2007
Tax structure
PIE
Capped at your PIR (max 28%)
Top 10 holdings
As at the latest published quarterly fund update.
| Holding | % of fund |
|---|---|
| Nvidia Corporation | 5.29% |
| Apple Inc. | 4.90% |
| Microsoft Corporation | 3.08% |
| Alphabet Inc Class A | 2.53% |
| Amazon.Com Inc | 2.39% |
| Broadcom Corporation | 1.68% |
| Meta Platforms Inc | 1.63% |
| Alphabet Inc Class C | 1.27% |
| Tesla Inc | 0.99% |
| Lilly (Eli) & Co | 0.97% |
Documents
Every dated PDS, quarterly fund update and full-portfolio holdings file. Linked from the FMA Disclose register via Sorted Smart Investor.
- MERCER RESPONSIBLE GLOBAL SHARES FUND (FND87) Full portfolio holdings 31 March 2026.xlsx Download the full portfolio holdings. XLSX, 14.18 KB
- Mercer Investment Funds PDS Multi Asset Class Funds.pdf How this investment works, including about the provider, risks, costs and potential returns PDF, 352.72 KB
- Mercer Responsible Global Shares Fund Fund Update 31 March 2026.pdf The quarterly update published by the provider PDF, 36.01 KB
- Mercer Investment Funds PDS–Index Funds.pdf Additional product disclosure statement from the provider PDF, 681.43 KB
- Mercer Investment Funds PDS Cash and Fixed Interest Funds.pdf Additional product disclosure statement from the provider PDF, 881.97 KB
- Mercer Investment Funds PDS Global Shares Funds.pdf Additional product disclosure statement from the provider PDF, 370.05 KB
- Mercer Investment Funds PDS–Goals Based Funds.pdf Additional product disclosure statement from the provider PDF, 801.97 KB
- Mercer Investment Funds PDS NZ and Australian Shares Funds.pdf Additional product disclosure statement from the provider PDF, 1.56 MB
- Mercer Investment Funds PDS Property and Infrastructure Funds.pdf Additional product disclosure statement from the provider PDF, 3.53 MB
- PDS Global Companies Fund 16.10.18.pdf Additional product disclosure statement from the provider PDF, 315.16 KB
- Mercer NZ Sustainable Investment Policy.pdf Mercer NZ - Sustainable Investment Policy PDF, 1.08 MB
- Mercer Investment Funds OMI 23 March 2026.pdf Other material information document PDF, 689.04 KB
- Mercer Investment Funds SIPO 23 March 2026.pdf Statement of investment policy and objectives PDF, 708.56 KB
About this category
Funds investing in shares listed outside Australasia. Includes broad global trackers, regional funds, ESG-focused strategies, and theme funds covering automation, healthcare, water and other sectors.
About Mercer
Global wealth and consulting firm with a passive-leaning multi-asset fund range in NZ.
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Peer funds
Other International Equities funds
