Funds

Fund Referral

  • Switching your KiwiSaver fund or joining a fund is easy and quick.
  • Fill in the form below and you'll be linked to the application form of your new fund provider.
  • Once you’ve completed the application, everything is handled for you: it’s that easy.
  • It's free to switch (apart from two providers, Aon and Booster, who charge a small exit fee).
  • When you refer to an ethical fund from this website, your new fund provider gives us a small fee, which contributes to our costs.

You're being referred to:

Mercer KiwiSaver Sustainable Plus Balanced Fund

Invests mainly in growth assets such as shares and real assets with about 40% invested in defensive assets such as fixed interest and cash. May be suitable for investors who want a diversified investment with exposure to shares, real assets, fixed interest and cash. This fund can be expect to have a higher degree of volatility in returns than can be expected from the Sustainable Plus Moderate fund and is more suited to investors who can invest for the long term. This fund is managed with reference to environmental, social and governance (ESG) factors and is certified by the Responsible Investment Association of Australasia.

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.

Please use the same name and email address as you will use on the fund application form.

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Please note: 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 that are registered with the Responsible Investment Association of Australasia. You should contact an investment adviser before investing if you have questions or if you are unclear about the implications of your investment decision.