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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
Mercer website Read the Mercer review →

Peer managers

Other NZ managers in International Equities

Scheme governance

Audit, trustee, history

Diversified Funds

Aggressive, growth, balanced and conservative one-stop funds.

2 funds
Mercer Responsible Balanced Fund
PIE · capped at PIR (max 28%) Responsible / ethical balanced
Mercer Income Generator Fund
PIE · capped at PIR (max 28%) income

Australasian Equities

NZ and Trans-Tasman shares — active, index and ETF wrappers.

2 funds
Mercer Responsible Trans-Tasman Shares Fund
PIE · capped at PIR (max 28%) Responsible / ethical
Mercer NZ Shares Passive Fund
PIE · capped at PIR (max 28%)

International Equities

Global, US, Europe, Asia, emerging markets and thematic.

5 funds
Mercer All Country Global Shares Index Fund
PIE · capped at PIR (max 28%)
Mercer Core Global Shares Fund
PIE · capped at PIR (max 28%)
Mercer Core Hedged Global Shares Fund
PIE · capped at PIR (max 28%) NZD hedged
Mercer Responsible Global Shares Fund
PIE · capped at PIR (max 28%) Responsible / ethical
Mercer Global Shares Fund
PIE · capped at PIR (max 28%)

New Zealand Fixed Interest

NZ government and corporate bonds.

2 funds
Mercer Macquarie NZ Fixed Interest Fund
PIE · capped at PIR (max 28%)
Mercer Macquarie NZ Short Duration Fund
PIE · capped at PIR (max 28%)

International Fixed Interest

Global aggregate, corporate and sovereign bonds.

1 fund
Mercer Responsible Hedged Global Fixed Interest Index Fund
PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical

Listed Property

NZ, Australian and global REITs.

1 fund
Mercer Global Listed Real Estate Fund
PIE · capped at PIR (max 28%)

Other

Infrastructure, Bitcoin and specialty income funds.

1 fund
Mercer Global Listed Infrastructure Fund
PIE · capped at PIR (max 28%)

Documents

Every PDS, SIPO, Quarterly Fund Update and supporting filing we've crawled directly from Mercer, hashed and timestamped. See methodology.

Live 14 files · 1 types · last verified 2026-05-08
Mercer All Country Global Shares Index Fund 1 file
Mercer Core Global Shares Fund 1 file
Mercer Core Hedged Global Shares Fund 1 file
Mercer Global Listed Infrastructure Fund 1 file
Mercer Global Listed Real Estate Fund 1 file
Mercer Global Shares Fund 1 file
Mercer Income Generator Fund 1 file
Mercer Macquarie NZ Fixed Interest Fund 1 file
Mercer Macquarie NZ Short Duration Fund 1 file
Mercer NZ Shares Passive Fund 1 file
Mercer Responsible Balanced Fund 1 file
Mercer Responsible Global Shares Fund 1 file
Mercer Responsible Hedged Global Fixed Interest Index Fund 1 file
Mercer Responsible Trans-Tasman Shares Fund 1 file

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