Mercer Responsible Hedged Global Fixed Interest Index Fund

Managed by Mercer

PIE NZD hedged Responsible / ethical

FMA Disclose Mercer website

Annual fund charge

0.43%

vs peer avg 0.66%

Risk indicator

4/7

1 = lower risk · 7 = higher risk

5-year return p.a.

0.48%

peer avg 1.15%

Fund size

NZ$381.9m

0% growth · 100% income

Source: Sorted Smart Investor · 2026-05-06 Product Disclosure Statement

The fund is a passively managed international fixed interest portfolio that is designed to track the return of the Bloomberg MSCI Global Aggregate SRI Select ex-Fossil Fuels Index. The fund is managed to include specific additional responsible exclusions criteria which aims to avoid investments in certain companies or activities, and is managed 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
— Mercer

About this category

Funds investing in fixed-income securities issued outside New Zealand, typically with currency hedging back to NZD.

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 Responsible Hedged Global Fixed Interest Index Fund with…

Side-by-side numbers — fees, returns, risk, fund size, asset mix.

Milford

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0.85% fee · 1.26% 5y

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0.77% fee · 0.24% 5y

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0.58% fee · 0.56% 5y

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