Mercer Responsible Trans-Tasman Shares Fund
Where a company has multiple ethical concerns, the total concerns percentage counts this investment once.
The average total concerns of all funds of the same risk profile is weighted by the funds' investment values.
The average total concerns of all managed aggressive funds is 12.02%.
Where companies source their power generation from fossil fuels (oil, natural gas, coal) to generate electricity.
One of Aotearoa New Zealand’s largest electric utilities companies. Operates three thermal power stations that employ gas and diesel. In FY2024, 81% of the energy Contact generated came from renewable energy (lower than in 2023 due to a dry winter). However, at the end of 2024 Contact opened a major new geothermal renewable facility - the Tauhara plant. It is considered to be on a climate change pathway aligned with 1.5°C of global temperature rise.
The fund is a diversified portfolio of predominantly New Zealand shares across a range of industries and sectors. The portfolio may also invest in Australian shares. The fund is managed to specific ‘sustainable investment’ criteria which aim to avoid investments in certain companies or activities, and encourages investment in companies with strong environmental, social and governance factors and also actively engages on key thematic engagements each year. This fund has additional exclusions applied as described in our Sustainable Investment Policy and has been certified by the Responsible Investment Association of Australasia (RIAA). The fund aims to provide a Gross Return above the return of the S&P/NZX 50 Index (on a gross basis and including imputation credits) over a rolling three-year period.
Mercer is one of the world’s leading firms for superannuation, investments and workforce consulting, with over 25,000 colleagues worldwide helping build brighter futures for our customers and clients. Mercer has been helping Kiwis save for their best possible retirement for over 60 years. Our team of investment experts search the globe to find some of the best and most diverse investments to help maximise KiwiSaver returns and we invest responsibly.
| Value | $34.0M NZD |
| Period of data report | 31st March 2025 |
| Fund started | 12th Dec. 2012 |
| Total annual fund fees | 0.9% |
| Total performance based fees | 0.0% |
| Manager's basic fee | 0.75% |
| Other management and administration charges | 0.15% |
| Total other charges | 0.0 |
| Total other charges currency | NZD |
|
Ross Butler |
Currently: Chair - Mercer (N.Z.) Ltd (1 years, 11 months)
|
|
Martin Lewington |
Currently: CEO - Mercer (N.Z.) Ltd (16 years, 1 months)
|
|
Kylie Willment |
Currently: Chief Investment Officer, Pacific, Mercer Australia (Pty) Ltd (7 years, 5 months)
|
|
Padraig Brown |
Currently: Chief Investment Officer - New Zealand, Mercer (N.Z.) Ltd (2 years, 10 months)
|
|
Robert Kavanagh |
Currently: Head of Portfolio Management NZ - Mercer (N.Z.) Ltd (11 years, 0 months)
|
This information has been sourced from the quarterly data that each fund has filed with Disclose register to 31st March 2025.
Past annual returns for this fund are after fees and taxes. Please note that higher past returns do not always mean higher future returns.
| Year | Market Average | Fund Annual Return |
|---|---|---|
| 2025 | 4.07% | 3.41% |
| 2024 | 15.78% | 5.19% |
| 2023 | -4.85% | -6.58% |
| 2022 | 3.53% | -1.15% |
| 2021 | 35.55% | 36.83% |
| 2020 | -7.06% | -0.52% |
| 2019 | 10.17% | 15.95% |
| 2018 | 7.53% | 12.47% |
| 2017 | 9.49% | 5.83% |
| 2016 | 4.71% | 15.41% |
The market average is the average return for funds of the same risk category, sourced from the Commission for Financial Capability's Sorted website. The fund information has been sourced from the quarterly data that each fund has filed with Disclose register to 31st March 2025.
Fisher & Paykel Healthcare Corporation Limited
New Zealand Australasian Equities
Auckland International Airport Limited
New Zealand Australasian Equities
Infratil Limited
New Zealand Australasian Equities
Mainfreight Limited
New Zealand Australasian Equities
Contact Energy Limited
New Zealand Australasian Equities
The A2 Milk Company Limited
New Zealand Australasian Equities
Summerset Group Holdings Limited
New Zealand Australasian Equities
Ebos Group Limited
New Zealand Australasian Equities
Ryman Healthcare Limited
New Zealand Australasian Equities
Meridian Energy Limited
New Zealand Australasian Equities
| Type | Target | Actual |
|---|---|---|
| Cash and Cash Equivalents | 0.0% | 0.15% |
| New Zealand Fixed Interest | 0.0% | 0.0% |
| International Fixed Interest | 0.0% | 0.0% |
| Australasian Equities | 100.0% | 99.85% |
| International Equities | 0.0% | 0.0% |
| Listed Properties | 0.0% | 0.0% |
| Unlisted Properties | 0.0% | 0.0% |
| Other | 0.0% | 0.0% |
| Commodities | 0.0% | 0.0% |
How the money in this fund is invested by asset type.
This information has been sourced from the quarterly data that each fund has filed with Disclose register to 31st March 2025.
This data is compiled by Mindful Money from the fund information and portfolios
that each
fund has
filed with the Disclose register to 31st March 2025 and Mindful Money
analysis of funds within those portfolios. The list of companies of concern has
been drawn from ratings agencies and public sources, including the Norwegian
Sovereign Fund, NZ Super Fund, Sustainalytics and research organisations.
Please note that companies may breach more than one of these areas of
concern.
The listing of companies of concern is based on definitions used in Mindful Money's
methodology. These definitions may
be different from the exclusions policy and definitions applied by the fund provider.
Mindful Money uses the term Mindful Funds as our standard
for ethical investment and responsible investment. This does not imply that
other funds are unethical or that the fund providers that do not meet these
standards are unethical providers.
Where companies source their power generation from fossil fuels (oil, natural gas, coal) to generate electricity.
One of Aotearoa New Zealand’s largest electric utilities companies. Operates three thermal power stations that employ gas and diesel. In FY2024, 81% of the energy Contact generated came from renewable energy (lower than in 2023 due to a dry winter). However, at the end of 2024 Contact opened a major new geothermal renewable facility - the Tauhara plant. It is considered to be on a climate change pathway aligned with 1.5°C of global temperature rise.
The fund is a diversified portfolio of predominantly New Zealand shares across a range of industries and sectors. The portfolio may also invest in Australian shares. The fund is managed to specific ‘sustainable investment’ criteria which aim to avoid investments in certain companies or activities, and encourages investment in companies with strong environmental, social and governance factors and also actively engages on key thematic engagements each year. This fund has additional exclusions applied as described in our Sustainable Investment Policy and has been certified by the Responsible Investment Association of Australasia (RIAA). The fund aims to provide a Gross Return above the return of the S&P/NZX 50 Index (on a gross basis and including imputation credits) over a rolling three-year period.
Mercer is one of the world’s leading firms for superannuation, investments and workforce consulting, with over 25,000 colleagues worldwide helping build brighter futures for our customers and clients. Mercer has been helping Kiwis save for their best possible retirement for over 60 years. Our team of investment experts search the globe to find some of the best and most diverse investments to help maximise KiwiSaver returns and we invest responsibly.
| Value | $34.0M NZD |
| Period of data report | 31st March 2025 |
| Fund started | 12th Dec. 2012 |
| Total annual fund fees | 0.9% |
| Total performance based fees | 0.0% |
| Manager's basic fee | 0.75% |
| Other management and administration charges | 0.15% |
| Total other charges | 0.0 |
| Total other charges currency | NZD |
|
Ross Butler |
Currently: Chair - Mercer (N.Z.) Ltd (1 years, 11 months)
|
|
Martin Lewington |
Currently: CEO - Mercer (N.Z.) Ltd (16 years, 1 months)
|
|
Kylie Willment |
Currently: Chief Investment Officer, Pacific, Mercer Australia (Pty) Ltd (7 years, 5 months)
|
|
Padraig Brown |
Currently: Chief Investment Officer - New Zealand, Mercer (N.Z.) Ltd (2 years, 10 months)
|
|
Robert Kavanagh |
Currently: Head of Portfolio Management NZ - Mercer (N.Z.) Ltd (11 years, 0 months)
|
This information has been sourced from the quarterly data that each fund has filed with Disclose register to 31st March 2025.
Past annual returns for this fund are after fees and taxes. Please note that higher past returns do not always mean higher future returns.
| Year | Market Average | Fund Annual Return |
|---|---|---|
| 2025 | 4.07% | 3.41% |
| 2024 | 15.78% | 5.19% |
| 2023 | -4.85% | -6.58% |
| 2022 | 3.53% | -1.15% |
| 2021 | 35.55% | 36.83% |
| 2020 | -7.06% | -0.52% |
| 2019 | 10.17% | 15.95% |
| 2018 | 7.53% | 12.47% |
| 2017 | 9.49% | 5.83% |
| 2016 | 4.71% | 15.41% |
The market average is the average return for funds of the same risk category, sourced from the Commission for Financial Capability's Sorted website. The fund information has been sourced from the quarterly data that each fund has filed with Disclose register to 31st March 2025.
Fisher & Paykel Healthcare Corporation Limited
New Zealand Australasian Equities
Auckland International Airport Limited
New Zealand Australasian Equities
Infratil Limited
New Zealand Australasian Equities
Mainfreight Limited
New Zealand Australasian Equities
Contact Energy Limited
New Zealand Australasian Equities
The A2 Milk Company Limited
New Zealand Australasian Equities
Summerset Group Holdings Limited
New Zealand Australasian Equities
Ebos Group Limited
New Zealand Australasian Equities
Ryman Healthcare Limited
New Zealand Australasian Equities
Meridian Energy Limited
New Zealand Australasian Equities
| Type | Target | Actual |
|---|---|---|
| Cash and Cash Equivalents | 0.0% | 0.15% |
| New Zealand Fixed Interest | 0.0% | 0.0% |
| International Fixed Interest | 0.0% | 0.0% |
| Australasian Equities | 100.0% | 99.85% |
| International Equities | 0.0% | 0.0% |
| Listed Properties | 0.0% | 0.0% |
| Unlisted Properties | 0.0% | 0.0% |
| Other | 0.0% | 0.0% |
| Commodities | 0.0% | 0.0% |
How the money in this fund is invested by asset type.
This information has been sourced from the quarterly data that each fund has filed with Disclose register to 31st March 2025.
