High Growth
High Growth invests mainly in Trans-Tasman and international shares with a small percentage invested in fixed-income assets. It was introduced on 18 November 2021.
Target asset allocation
Investment expectation
To provide higher-level returns, with a higher level of risk than the other options. As a guide to members, High Growth is expected to provide a long-term return after tax and investment expenses of 3.5% p.a. above the inflation rate, with the likelihood of a negative return approximately 1 year in every 4. Minimum suggested investment timeframe: 13 years.
Estimate fund charges
Estimated total annual fund charges (p.a. of net asset value).
Historical returns
Information about asset classes held by High Growth
Download the latest PDF fact sheet
Growth assets
Trans-Tasman equities
Mercer Trans Tasman Shares Q2 2024 (213 KB)
International equities
Mercer Overseas Shares Q2 2024 (330 KB)
International indexed equities
International indexed equities Q2 2024 (790 KB)
International equities - emerging markets
International equities - emerging markets Q2 2024 (213 KB)