InvestNow Mercer NZ Shares Passive Fund
Investnow Mercer NZ Shares Passive Fund is an aggressive KiwiSaver fund managed by InvestNow. It has 329 members and holds $4 million. It opened in 2020.
Fees and returns
- Annual fee
- 0.36% of your balance each year
- Return over 1 year
- +4.0% a year
- Return over 3 years
- +2.2% a year
- Return over 5 years
- 0.0% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
Australasian equities 99%.
Largest holdings
- Mercer Nz Shares Passive Fund 100.0%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +4.0% |
| 2024/25 | +1.2% |
| 2023/24 | +1.4% |
| 2022/23 | −2.2% |
| 2021/22 | −4.1% |
About this fund
InvestNow's wrapper access to Mercer's passively managed New Zealand shares fund, tracking the S&P/NZX 50 Index. It has an annual fund charge of 0.36%.