- Fund Type: Open-End Fund
- Objective: Global Asset Allocation
- Asset Class: Asset Allocation
- Geographic Focus: Global
Snapshot for Mercer KiwiSaver Balanced (MKWBALA)
| Year To Date: | -4.84% | 3-Month: | +3.12% | 3-Year: | +5.00% | 52-Week Range: | 0.93 - 1.18 |
|---|---|---|---|---|---|---|---|
| 1-Month: | +1.85% | 1-Year: | +10.14% | 5-Year: | +1.93% | Beta vs NZSE: | 0.65 |
Fund Profile & Information for MKWBALA
Mercer KiwiSaver Balanced is an open-end fund incorporated in New Zealand. The Fund uses a multi-manager investment approach, which means that unlike many other providers, your savings are not locked in to being invested with one investment manager. The Fund invests globally in shares, property, alternative assets, fixed interest and cash.
| Inception Date: | 10-31-2007 | Telephone: | +69-9-984-9500 |
|---|---|---|---|
| Managers: | - | ||
| Web Site: | www.mercerwealthsolutions.co.nz | ||
Fundamentals for MKWBALA
| NAV | (on 2013-05-08) 1.05 |
|---|---|
| Assets (M) | (on 2013-04-30) 39.73 |
| Fund Leveraged | N |
| Minimum Investment | - |
| Minimum Subsequent Investment | - |
Dividends for MKWBALA
No dividends reported
Fees & Expenses for MKWBALA
| Front Load | 0.00 |
|---|---|
| Back Load | 0.00 |
| Current Mgmt Fee | 0.72 |
| Redemption Fee | 0.00 |
| 12b1 Fee | - |
| Expense Ratio | - |
Top Fund Holdings for MKWBALA
Holding Data Unavailable.
Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.
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