Mercer Shares Fund
Shares Fund is an aggressive KiwiSaver fund managed by Mercer. It has 1,476 members and holds $42 million. It opened in 2015.
Fees and returns
- Annual fee
- 0.96% of your balance each year
- Return over 1 year
- +13.1% a year
- Return over 3 years
- +11.6% a year
- Return over 5 years
- +6.5% 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 25%.
Largest holdings
- Fisher & Paykel Healthcare Corporation Limited 3.89%
- Nvidia Corp 3.6%
- Apple Inc 3.33%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +13.1% |
| 2024/25 | +5.7% |
| 2023/24 | +16.3% |
| 2022/23 | −2.4% |
| 2021/22 | +1.1% |
| 2020/21 | +36.0% |
| 2019/20 | −7.1% |
| 2018/19 | +6.3% |
| 2017/18 | +11.0% |
| 2016/17 | +11.7% |
About this fund
The Shares Fund is an aggressive fund invested almost entirely in shares, rather than a diversified mix of shares, bonds, property and cash. As a share-only fund the main driver is equity-market risk. It is managed by Mercer. It has operated since 2015 and carries an annual fund charge of 0.96%.