Mercer High Growth Fund
High Growth Fund is an aggressive KiwiSaver fund managed by Mercer. It has 2,173 members and holds $72 million. It opened in 2015.
Fees and returns
- Annual fee
- 0.94% of your balance each year
- Return over 1 year
- +12.1% a year
- Return over 3 years
- +10.8% a year
- Return over 5 years
- +6.1% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
How it compares
Over the last five years this fund returned +6.1% a year. The median for mainstream aggressive funds over the same period was +6.3% a year, across 13 funds. This fund is behind that median, by 0.2 percentage points.
What it invests in
International equities 68%, australasian equities 23%.
Largest holdings
- Fisher & Paykel Healthcare Corporation Limited 3.46%
- Nvidia Corp 3.32%
- Apple Inc 3.06%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +12.1% |
| 2024/25 | +6.2% |
| 2023/24 | +14.2% |
| 2022/23 | −4.4% |
| 2021/22 | +3.3% |
| 2020/21 | +30.3% |
| 2019/20 | −6.6% |
| 2018/19 | +6.1% |
| 2017/18 | +9.1% |
| 2016/17 | +10.5% |
About this fund
The High Growth Fund is an aggressive fund on Mercer's multi-manager structure, invested almost entirely in growth assets such as shares and real assets with only a small amount in defensive assets. It is managed by Mercer. It has operated since 2015 and carries an annual fund charge of 0.94%.