How have the Mercer funds performed?

Mercer shows investment returns after fees and tax (for each of the three tax rates – PIR’s), because we believe these figures more closely reflect the actual returns you receive as an investor.

A full monthly report can be viewed here.

Mercer KiwiSaver scheme

1 Year returns as at 28 February 2018 (after tax and fees)

 

mks returns

MERCER Flexisaver

1 Year returns as at 28 February 2018 (after tax and fees)

mfs returns

Mercer Super Trust

1 Year returns as at 28 February 2018 (after tax and fees)

mst returns

It is important to note that the investment returns shown don’t tell you how the investment will perform in the future.

Your individual returns within an investment portfolio will depend on timing of contribution payments and actual fees charges, allowing for any fee rebates. The returns shown are therefore indicative of investment results but may differ from the actual fees and tax return achieved by you.

To change funds, please call us on 0508 637 237 and we can do it over the phone or sign in to your account here.

Need help?

Our financial advisers can help you choose the right investment strategy for your circumstances. Please contact our team on 0508 637 237 and ask to speak to an adviser.

Useful links

phone
Toll free: 0508 MERCER (0508 637 237)
From overseas: +61 3 8687 1886
9.00am - 7.00pm

Monday - Friday (NZST/NZDT)


Write to us:

Mercer NZ, PO Box 1849
Wellington, New Zealand 6140


Auckland

151 Queen Street
Auckland, New Zealand 1143
+64 (9) 928 3200

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Wellington