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 an associated 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
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Income assets
Growth assets
Trans-Tasman equities
Mercer Trans Tasman Shares (148 KB)
International equities
International equities (149 KB)
International indexed equities
International indexed equities (149 KB)
International equities - emerging markets
International equities – emerging markets (149 KB)
International listed property
Mercer Listed Property (198 KB)
International listed infrastructure
Mercer Listed Infrastructure (198 KB)