InvestNow Mercer Responsible Balanced Fund
Investnow Mercer Responsible Balanced Fund is a balanced KiwiSaver fund managed by InvestNow. It has 67 members and holds $714,033. It opened in 2020.
Fees and returns
- Annual fee
- 1.27% of your balance each year
- Return over 1 year
- +6.2% a year
- Return over 3 years
- +6.5% a year
- Return over 5 years
- +3.4% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 41%, international fixed interest 23%, australasian equities 13%, new zealand fixed interest 11%.
Largest holdings
- Mercer Responsible Balanced Fund 100.0%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +6.2% |
| 2024/25 | +2.8% |
| 2023/24 | +10.7% |
| 2022/23 | −4.7% |
| 2021/22 | +2.8% |
About this fund
InvestNow's wrapper access to the Mercer Responsible Balanced Fund, managed by Mercer — a diversified portfolio with a slightly higher allocation to growth assets than income, RIAA-certified and managed with reference to ESG factors. It has an annual fund charge of 1.27%.