Mercer Funds

Manager
+9.1%

£55.8B combined fund size · 4 asset classes · average OCF 0.35%.

How Mercer funds have returned on average.

Average 1Y return to September 2026 end, GBP net total return.

The headline is the average return of the funds, to September 2026 end. The chart follows the largest funds, equal weighted, weekly points built from daily prices, to 16 Oct 2026. They measure different things, so the numbers differ.

Source: FE fundinfo. Past performance is not a reliable guide to future returns.

Composite of the largest funds with 1Y of history, equal weight, GBP total return, NAV to 16 Oct 2026. 10 funds.

Funds in this line

The funds used in the chart above.

Funds
25
Fund size (GBP)
£55.8B
Asset classes
4
Average ongoing charge
0.35%

Mercer funds are covered on Funds Benchmark, with £55.8B in combined fund size, in GBP (funds that disclose size). The range is concentrated in Equity, Bonds, Multi-asset. The average ongoing charge (OCF) across the range is 0.35%. Every fund below links to a detail page with its latest price, performance over 1Y / 3Y / 5Y where available, fees and holdings, comparable side by side against benchmark and peers.

Next: Screen Mercer funds in Find Funds or browse all Mercer funds.

Asset class mix

What Mercer funds are made of.
82.9%
Equity
  • Equity82.9%
  • Bonds16.8%
  • Multi-asset0.3%
Equity is the largest at 82.9%. Share of fund assets, funds that disclose size. FE gives no asset class for the Unclassified by FE funds.

Asset classes within this manager

Pick one to filter the funds and holdings below.
Equity 12 funds · 82.9% of assets +18.4% ▲ Average 1Y return
Multi-asset 2 funds · 0.3% of assets +7.5% ▲ Average 1Y return
Bonds 9 funds · 16.8% of assets −1.0% ▼ Average 1Y return
Unclassified by FE 2 funds · 0.0% of assets n/areturn not available

Mercer holdings

Positions that appear most often among the ten largest holdings of these funds.

No position is among the ten largest holdings of three or more of these funds.

Shown when at least 3 funds have the top position among their ten largest holdings. Bar: average weight among those funds.

Mercer funds by 1Y return

Up to 30 funds ordered by 1 year return to September 2026. Past performance is not a reliable guide to future returns.

Categories

Number of Mercer funds in each FE sector.
Global15
United Kingdom1
Europe1

Fund data from FE fundinfo. Past performance is not a reliable guide to future returns. Funds Benchmark provides information only and does not give investment advice.

All Mercer funds (25)

Equity (12)

Bonds (9)

Multi-asset (2)

Unclassified (2)

Compare Mercer funds side by side

See every Mercer fund in one place, then pick up to 5 to compare on performance, holdings and fees.

Compare Mercer funds

About Mercer

Where can I find Mercer fund prices and factsheets?

Every Mercer fund's detail page on Funds Benchmark shows its latest price (NAV), performance, ongoing charge, fund size and holdings where available. The data comes from FE fundinfo and is shown alongside the fund's benchmark and peers.

Which Mercer funds does Funds Benchmark cover?

Funds Benchmark covers the Mercer funds listed on this page, grouped by asset class. Funds differ in domicile and legal structure, and whether you can buy a given fund depends on your country, your platform and the fund's own documentation. Check each fund's details before investing.

What asset classes does Mercer cover?

Mercer's largest group on Funds Benchmark is Equity, alongside other asset classes. The groups are listed in the all funds section on this page, and you can filter the firm's funds by asset class in the Fund Finder.

How are Mercer funds rated against peers?

Open any Mercer fund's detail page to see how it compares with peers where peer data is available, along with performance over 1Y / 3Y / 5Y where available, risk metrics such as volatility, Sharpe ratio and maximum drawdown where available, and its holdings. Performance data is from FE fundinfo. Past performance is not a reliable guide to future returns.

What's the average fee on Mercer funds?

Across the funds we cover, the average ongoing charge (OCF) is 0.35%. Individual share classes vary, so check the OCF on each fund's page.

Where can I see Mercer's top-performing funds?

The table on this page shows up to 30 Mercer funds ordered by 1 year return. Past performance is not a reliable guide to future returns. The Fund Finder lets you filter Mercer funds and compare them with funds from other managers by performance, fees and asset class.