Mercer Responsible Shares Fund
Responsible Shares Fund is an aggressive KiwiSaver fund managed by Mercer. It has 2,220 members and holds $73 million. It opened in 2015.
Fees and returns
- Annual fee
- 0.95% of your balance each year
- Return over 1 year
- +10.9% a year
- Return over 3 years
- +10.5% a year
- Return over 5 years
- +5.8% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 74%, australasian equities 26%.
Largest holdings
- Fisher & Paykel Healthcare Corporation L 4.2%
- Nvidia Corp 4.07%
- Apple Inc 3.72%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +10.9% |
| 2024/25 | +4.0% |
| 2023/24 | +16.9% |
| 2022/23 | −3.8% |
| 2021/22 | +2.0% |
| 2020/21 | +36.9% |
| 2019/20 | −6.9% |
| 2018/19 | +6.6% |
| 2017/18 | +11.2% |
| 2016/17 | +12.5% |
About this fund
The Mercer Responsible Shares Fund is an aggressive fund invested almost entirely in shares, rather than a diversified mix of shares, bonds, property and cash. It is managed with reference to ESG factors and is certified by the Responsible Investment Association of Australasia (RIAA). As a share-only fund the main driver is equity-market risk. It has operated since 2015 and carries an annual fund charge of 0.95%.