Mercer
Mercer funds available through InvestNow
Mercer offers a wide range of managed funds on the InvestNow platform – including Diversified Funds, a Cash Fund, Listed Property Funds, International and New Zealand Fixed Interest Funds, plus International and Australasian Equities.
Learn more about Mercer, their investment options available to InvestNow customers plus access their latest news & updates below.
About Mercer
Mercer (N.Z.) Limited has been helping people in Aotearoa manage their investments and retirement savings for over 65 years. We are part of a global Fortune 250 company with deep experience in investments, superannuation and KiwiSaver. We believe our ability to leverage our global scale, complemented by our local expertise, benefits New Zealand investors by providing them a broad perspective on investment opportunities. We believe this is what sets us apart from the rest.
Many of New Zealand’s largest employers, institutional asset owners, and personal investors have chosen Mercer to manage their investments. Our global investment team comprises over 1,300 investment experts who seek out the best investment opportunities, both here in New Zealand and around the world. You can find out a bit more about our NZ operations and what we do in investments, retirement, workforce consulting and health and benefits here.
For more information on our funds, visit multimanager.mercer.co.nz
Mercer funds available through InvestNow
Explore the Mercer funds currently available through InvestNow.
Mercer All Country Global Shares Index Fund
The fund is a passively managed international shares portfolio that is designed to track the return of the MSCI All Country World ex Tobacco Index.
Risk indicator: 5/7
Management style: Passive
Estimated fund charge: 0.43% p.a.
Mercer Core Global Shares Fund
The fund invests in shares listed on share markets predominately in developed economies. The portfolio uses multiple managers and is diversified by region, manager and investment approaches.
Risk indicator: 5/7
Management style: Active
Estimated fund charge: 1.23% p.a.
Mercer Core Hedged Global Shares Fund
The fund invests in shares listed on share markets predominately in developed economies, and is fully hedged to the New Zealand dollar.
Risk indicator: 6/7
Management style: Active
Estimated fund charge: 1.43% p.a.
Mercer Global Listed Infrastructure Fund
The fund invests in infrastructure securities in both developed and emerging markets across a range of sectors.
Risk indicator: 5/7
Management style: Active
Estimated fund charge: 1.33% p.a.
Mercer Global Listed Real Estate Fund
The fund invests in a global portfolio of property securities listed on stock exchanges around the world.
Risk indicator: 6/7
Management style: Active
Estimated fund charge: 1.32% p.a.
Mercer Global Shares Fund
The fund invests in international shares listed on share markets around the world by using investment managers from around the world which are combined in a multi-manager fund.
Risk indicator: 5/7
Management style: Active
Estimated fund charge: 1.23% p.a.
Mercer NZ Cash Fund
The fund is an actively managed portfolio of bank bills, floating rate notes and short term securities and liquid deposits and is a very low risk product that targets capital security.
Risk indicator: 2/7
Management style: Active
Estimated fund charge: 0.30% p.a.
Mercer NZ Fixed Interest Fund
The fund is an actively managed portfolio of fixed interest securities, focusing predominantly on government bonds and corporate securities in the New Zealand market.
Risk indicator: 3/7
Management style: Active
Estimated fund charge: 0.60% p.a.
Mercer NZ Shares Passive Fund
The fund is a passively managed New Zealand shares portfolio that is designed to track the return of the S&P/NZX 50 Index.
Risk indicator: 5/7
Management style: Passive
Estimated fund charge: 0.49% p.a.
Mercer Responsible Balanced Fund
The fund is a diversified portfolio with a slightly higher allocation to a mix of growth assets (e.g., shares and listed property) relative to a mix of income assets (e.g., cash and fixed income).
Risk indicator: 4/7
Management style: Active
Estimated fund charge: 1.24% p.a.
Mercer Responsible Global Shares Fund
The fund invests in shares listed on international share markets managed within a sustainable approach.
Risk indicator: 5/7
Management style: Active
Estimated fund charge: 1.67% p.a.
Mercer Responsible Hedged Global Fixed Interest Index Fund
The fund is a passively managed international fixed interest portfolio that is designed to track the return of the Bloomberg Barclays MSCI Global Aggregate SRI Select ex Fossil Fuels Index.
Risk indicator: 4/7
Management style: Passive
Estimated fund charge: 0.43% p.a.
Mercer Responsible Trans-Tasman Shares Fund
The fund is a diversified portfolio of predominantly New Zealand shares across a range of industries and sectors. The portfolio may also invest in Australian shares.
Risk indicator: 5/7
Management style: Active
Estimated fund charge: 1.03% p.a.
Frequently asked questions
Who is Mercer?
Mercer offers a wide range of managed funds on the InvestNow platform – including Diversified Funds, a Cash Fund, Listed Property Funds, International and New Zealand Fixed Interest Funds, plus International and Australasian Equities.
Learn more about Mercer, their investment options available to InvestNow customers plus access their latest news & updates below.
What Mercer funds are available through InvestNow?
You can see every Mercer fund available through InvestNow in the list above. Select a fund to see its details, performance, fees and documents.
What is the minimum investment?
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What fees apply to Mercer funds?
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Explore Mercer funds
Compare the Mercer funds available through InvestNow, including their investment approach, risk, fees and historical performance.