Fund referral
Invest in 3 easy steps
Referral process
Name and email address
1 min
Complete application
Fill in the fund provider's application form
5 mins
Enjoy Mindful investing
Start your investment and watch your money do good
Done
We’ve worked closely with Mindful Fund providers to help you choose a fund that fits. In case you’re wondering why this referral form is needed, we use your details to attribute your investment with fund providers.
If you’d prefer to skip this referral process, you may proceed to the Mercer Investment Funds application directly.
You’re being referred to
Mercer Responsible Balanced Fund
The fund is a diversified portfolio with a slightly higher allocation to a mix of growth assets (e.G., shares & listed property) relative to a mix of income assets (e.G., cash & fixed interest). The fund is managed to include specific additional responsible exclusion criteria which aims to avoid investments in certain companies or activities & is managed with reference to ESG factors and has some exposure to investment strategies targeting sustainability themes. This fund has additional exclusions applied as described in our Sustainable Investment Policy and has been certified by the Responsible Investment Association Australasia (RIAA).
The fund aims to achieve a rate of return (after fees) that exceeds CPI increases by at least 2.5% per annum after tax and 3.5% before tax over a minimum of 8 years & to outperform, over periods of 1 year or greater, the weighted average return of the market indices used to measure performance of the underlying funds/assets in which the fund invests.
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.
Your details
Seeking further advice
Before investing, consider your investment aims, your values and your risk preferences. You should read the Product Disclosure Statement for the investment fund carefully. It contains the fund’s investment objectives, risks, fees and other information which you should know before investing.
This website has a list of the advisers in NZ that focus on providing ethical investment advice and meet Mindful Money’s standards for systems and capability.
You should contact an investment adviser before investing if you have questions or if you are unclear about the implications of your investment decision.