Let’s do a bit of KiwiSaver trivia here.
I’ll ask a question, and let’s see if you know the answer.
True or False: A person..
MERCER KIWISAVER SCHEME
MERCER BALANCED FUND5.97% p.a.
Vs Category Average: 6.5%
0.79%
Vs Category Average: 1.07%
Courtesy : sorted.co.nz
Asset allocation Graph
How this fund invests your money
Number of members
Date started
Total Value of fund
Sarah is 42 years old and like many Kiwis her age, could be in a Growth fund (unless they are planning to use the funds to buy a first home).
We've compared what difference it would make for Sarah, had she been in this fund vs a Growth Fund.
Sarah’s KiwiSaver balance five years ago
Note: We may not be comparing the same 'type' of fund below. We have compared the current fund you have selected to the average of Growth Funds, to give you an indication of the difference it would make to the KiwiSaver balance.
MERCER BALANCED FUND | Average of Growth Funds | |
---|---|---|
KiwiSaver Balance Today | $26,727 | $29,021 |
Annual Fund Fees | 0.79% | 1.01% |
Membership Fee | $29 per year | $30 per year |
Asset allocation How this fund invests your money |
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MERCER BALANCED FUND(MER) vs Average of Growth Funds(AVG)
KiwiSaver Balance Today
MER$26,727
AVG$29,021
Annual Fund Fees
MER0.79%
AVG1.01%
Membership Fee
MER$29 per year
AVG$30 per year
FundSource Rating
MER
AVG
Asset allocation
How this fund invests your moneyMER
AVG
There are other factors than just performance. You need a fund that is suitable for your current circumstances and goals.
Find out more by watching the short video below...
So why do our clients use us for KiwiSaver Advice?
This page does not contain financial advice, only information. If you want personal financial advice on which KiwiSaver fund is suitable for you, please submit the KiwiSaver HealthCheck. Past performance is not necessarily indicative of future performance. Click here for an explanation of the calculations and sources used for the data on this page. Data is current as of the quarter ended Sep 2020.
So let’s say you’ve gone through our KiwiSaver HealthCheck. Our team at National Capital have analysed your situation and..
So let’s say you’ve filled out our KiwiSaver HealthCheck. You understand that by doing so, you can get free financial advice..
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