Balanced
Balanced invests in a mix of income assets (e.g. fixed interest) and growth assets (e.g. shares).
Benchmark asset allocation
Investment expectation
To provide medium level returns, with an associated moderate level of risk. As a guide to members, Balanced is expected to provide a long-term return after tax and investment expenses of 2.5% p.a. above the inflation rate, with the likelihood of a negative return approximately 1 year in every 3 and a small probability (approximately 1 year in 20) of any annual loss exceeding 10%.
Estimated fund charges
Estimated total annual fund charges (p.a. of net asset value).
Historical returns
Information about asset classes held by Balanced
Growth assets
Australasian equities
Mercer Trans Tasman Shares Q1 2022 (257 KB)
International equities
Mercer Hedged Global Shares Composite Q1 2022 (931 KB)
International listed property
Mercer Listed Property Q1 2022 (925 KB)
International collateralised commodity futures
Mercer Commodities Q1 2022 (256 KB)
International listed infrastructure
Mercer Listed Infrastructure Q1 2022 (924 KB)