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Mercer

Mercer Cash

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Sub Type Cash
Report Date 2026-03-31
Total Assets $35,700,000
Total Cost Ratio 0.32%
Growth Assets N/A
Sustainability Rating Below 4 globe
Default Option No
Replicated Option No
Period Return
3 months 0.5%
1 year 3.0%
3 years 4.5%
5 years 3.4%
10 years 2.5%

Mercer Responsible Balanced

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Sub Type Balanced
Report Date 2026-03-31
Total Assets $662,400,000
Total Cost Ratio 0.74%
Growth Assets 55.00%
Sustainability Rating 4 or 5 globe
Default Option No
Replicated Option No
Period Return
3 months -2.4%
1 year 8.1%
3 years 7.8%
5 years 4.5%
10 years 6.1%

Mercer Responsible Conservativ

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Sub Type Conservative
Report Date 2026-03-31
Total Assets $780,800,000
Total Cost Ratio 0.49%
Growth Assets 20.00%
Sustainability Rating 4 or 5 globe
Default Option No
Replicated Option No
Period Return
3 months -1.2%
1 year 4.5%
3 years 5.4%
5 years 2.5%
10 years 3.6%

Mercer Responsible Growth

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Sub Type Growth
Report Date 2026-03-31
Total Assets $290,100,000
Total Cost Ratio 0.83%
Growth Assets 74.00%
Sustainability Rating 4 or 5 globe
Default Option No
Replicated Option No
Period Return
3 months -3.0%
1 year 9.7%
3 years 9.3%
5 years 5.7%
10 years 7.6%

Mercer Responsible High Growth

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Sub Type Aggressive
Report Date 2026-03-31
Total Assets $422,100,000
Total Cost Ratio 0.87%
Growth Assets 90.00%
Sustainability Rating 4 or 5 globe
Default Option No
Replicated Option No
Period Return
3 months -3.5%
1 year 11.2%
3 years 10.5%
5 years 6.6%
10 years 8.7%

Mercer Responsible Moderate

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Sub Type Moderate
Report Date 2026-03-31
Total Assets $235,300,000
Total Cost Ratio 0.66%
Growth Assets 36.00%
Sustainability Rating 4 or 5 globe
Default Option No
Replicated Option No
Period Return
3 months -1.8%
1 year 6.0%
3 years 6.3%
5 years 3.5%
10 years 4.7%

Mercer Responsible Shares

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Sub Type International Share
Report Date 2026-03-31
Total Assets $72,700,000
Total Cost Ratio 0.93%
Growth Assets 100.00%
Sustainability Rating Below 4 globe
Default Option No
Replicated Option No
Period Return
3 months -4.4%
1 year 12.0%
3 years 11.4%
5 years 6.4%
10 years 9.3%

NZ Defence Force Balanced

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Sub Type Balanced
Report Date 2026-03-31
Total Assets $123,000,000
Total Cost Ratio 0.75%
Growth Assets 58.00%
Sustainability Rating Below 4 globe
Default Option No
Replicated Option No
Period Return
3 months -2.3%
1 year 9.3%
3 years 8.5%
5 years 4.5%
10 years 6.0%

NZ Defence Force Cash

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Sub Type Cash
Report Date 2026-03-31
Total Assets $3,700,000
Total Cost Ratio 0.46%
Growth Assets N/A
Sustainability Rating Below 4 globe
Default Option No
Replicated Option Yes
Period Return
3 months 0.5%
1 year 2.9%
3 years 4.4%
5 years 3.2%
10 years 2.4%

NZ Defence Force Conservative

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Sub Type Conservative
Report Date 2026-03-31
Total Assets $13,300,000
Total Cost Ratio 0.70%
Growth Assets 20.00%
Sustainability Rating 4 or 5 globe
Default Option No
Replicated Option No
Period Return
3 months -1.3%
1 year 4.8%
3 years 5.2%
5 years 2.5%
10 years 3.4%

NZ Defence Force Growth

Kiwisaver • Personal • Visit website
Sub Type Growth
Report Date 2026-03-31
Total Assets $57,400,000
Total Cost Ratio 0.80%
Growth Assets 78.00%
Sustainability Rating 4 or 5 globe
Default Option No
Replicated Option No
Period Return
3 months -2.9%
1 year 11.1%
3 years 10.2%
5 years 5.7%
10 years 7.4%

NZ Defence Force High Growth

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Sub Type Aggressive
Report Date 2026-03-31
Total Assets $71,700,000
Total Cost Ratio 0.90%
Growth Assets 93.00%
Sustainability Rating 4 or 5 globe
Default Option No
Replicated Option No
Period Return
3 months -3.1%
1 year 13.3%
3 years 11.8%
5 years 6.8%
10 years 8.6%

NZ Defence Force Moderate

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Sub Type Moderate
Report Date 2026-03-31
Total Assets $9,300,000
Total Cost Ratio 0.73%
Growth Assets 38.00%
Sustainability Rating Below 4 globe
Default Option No
Replicated Option No
Period Return
3 months -1.7%
1 year 6.8%
3 years 6.7%
5 years 3.4%
10 years 4.5%

NZ Defence Force Shares

Kiwisaver • Personal • Visit website
Sub Type International Share
Report Date 2026-03-31
Total Assets $42,400,000
Total Cost Ratio 0.90%
Growth Assets 100.00%
Sustainability Rating Below 4 globe
Default Option No
Replicated Option Yes
Period Return
3 months -3.5%
1 year 14.6%
3 years 12.7%
5 years 7.2%
10 years 9.5%