Mercer Responsible High Growth Fund
Responsible High Growth Fund is an aggressive KiwiSaver fund managed by Mercer. It has 8,088 members and holds $422 million. It opened in 2007.
Fees and returns
- Annual fee
- 0.89% of your balance each year
- Return over 1 year
- +10.1% a year
- Return over 3 years
- +9.6% a year
- Return over 5 years
- +5.9% 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 +5.9% 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 0.4 percentage points.
What it invests in
International equities 66%, australasian equities 21%, other 6%.
Largest holdings
- Nvidia Corp 3.64%
- Fisher & Paykel Healthcare Corporation L 3.37%
- Apple Inc 3.33%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +10.1% |
| 2024/25 | +4.2% |
| 2023/24 | +14.7% |
| 2022/23 | −3.5% |
| 2021/22 | +4.8% |
| 2020/21 | +30.8% |
| 2019/20 | −6.2% |
| 2018/19 | +6.4% |
| 2017/18 | +9.6% |
| 2016/17 | +11.1% |
About this fund
The Mercer Responsible 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 with reference to ESG factors as part of Mercer's responsible-investment approach. It has operated since 2007 and carries an annual fund charge of 0.89%.