Fund manager
Mercer
Mercer (N.Z.) Limited
Global wealth and consulting firm with a passive-leaning multi-asset fund range in NZ.
- Funds tracked
- 14
- Headquarters
- Auckland
Peer managers
Other NZ managers in International Equities
Scheme governance
Audit, trustee, history
Diversified Funds
Aggressive, growth, balanced and conservative one-stop funds.
Australasian Equities
NZ and Trans-Tasman shares — active, index and ETF wrappers.
International Equities
Global, US, Europe, Asia, emerging markets and thematic.
- Fee
- 0.43%
- 5y return
- 9.81%
- Risk
- 5/7
- Fee
- 1.24%
- 5y return
- 13.93%
- Risk
- 5/7
- Fee
- 1.46%
- 5y return
- 9.28%
- Risk
- 5/7
- Fee
- 1.69%
- 5y return
- 9.26%
- Risk
- 5/7
- Fee
- 1.25%
- 5y return
- 10.36%
- Risk
- 5/7
New Zealand Fixed Interest
NZ government and corporate bonds.
International Fixed Interest
Global aggregate, corporate and sovereign bonds.
Listed Property
NZ, Australian and global REITs.
Other
Infrastructure, Bitcoin and specialty income funds.
Documents
Every PDS, SIPO, Quarterly Fund Update and supporting filing we've crawled directly from Mercer, hashed and timestamped.See methodology.
Questions about Mercer
How many managed funds does Mercer offer in New Zealand?▾
Mercer runs 14 retail managed funds available to New Zealand investors, across 7 asset classes: Diversified Funds, Australasian Equities, International Equities, International Fixed Interest, Listed Property, New Zealand Fixed Interest, Other. Counts are taken from the FMA Disclose register.
What does Mercer charge?▾
Annual fund charges across Mercer's 14 funds with published data range from 0.36% to 1.69% per year. The charge is deducted from the fund, not billed separately. Figures come from each fund's Quarterly Fund Update via the FMA Disclose register.
Is Mercer a licensed fund manager in New Zealand?▾
Mercer operates in New Zealand as Mercer (N.Z.) Limited. Managed investment schemes offered to NZ retail investors must be registered on the FMA Disclose register and operated by a licensed manager with a licensed supervisor. Each fund page links to its Disclose record so the registration can be checked directly.
Are Mercer's funds PIEs?▾
14 of Mercer's 14 funds are Portfolio Investment Entities (PIE). A PIE taxes investment income at your Prescribed Investor Rate, capped at 28%, rather than at your marginal income tax rate.
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