Growth
Growth invests predominantly in growth assets (e.g. shares) with a smaller percentage in income assets (e.g. fixed interest).
Target asset allocation
Investment expectation
To provide high-level returns, with a relatively high level of risk. As a guide to members, Growth is expected to provide a long-term return after tax and investment expenses of 3% p.a. above the inflation rate, with the likelihood of a negative return approximately 1 year in every 4. Minimum suggested investment timeframe: 10 years.
Estimated fund charges
Estimated total annual fund charges (p.a. of net asset value).
Historical returns
Information about asset classes held by Growth
Download the latest PDF fact sheet
Income assets
Growth assets
Trans-Tasman equities
Mercer Trans Tasman Shares (213 KB)
International equities
International equities (340 KB)
International indexed equities
International indexed equities (221 KB)
International equities - emerging markets
International equities – emerging markets (213 KB)
International listed property
Mercer Listed Property (212 KB)
International listed infrastructure
Mercer Listed Infrastructure (212 KB)