Stable
Stable invests predominantly in income assets (e.g. fixed interest) with a smaller percentage in growth assets (e.g. shares).
Target asset allocation
Investment expectation
To provide relatively stable returns, with a low to medium level of risk. As a guide to members, Stable is expected to provide a long-term return after tax and investment expenses of 1% p.a. above the inflation rate, with the likelihood of a negative return approximately 1 year in every 6. Minimum suggested investment timeframe: 3 years.
Estimated fund charges
Estimated total fund charges (p.a. of net asset value).
Historical returns
Information for asset classes held by Stable
Income assets
NZ cash and cash equivalents
Mercer Cash (211 KB)
NZ fixed interest
Mercer NZ Fixed Interest (213 KB)
International fixed interest - global credit
International fixed interest – global credit (272 KB)
International fixed interest - sovereign bonds
International fixed interest – sovereign bonds (273 KB)
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
International listed property (212 KB)
International listed infrastructure
International listed infrastructure (212 KB)