Mercer Aspire Diversified Growth
Managed Balanced (<65% Equity)
This fund invests in a diversified mix of assets and represents Mercer's best growth ideas at a given time. The fund may have temporary cash exposures as part of portfolio management. Specialist active and passive managers are chosen, regularly monitored and where necessary replaced by Mercer. The allocations to managers and assets are regularly reviewed by Mercer and may change over time. The Fund seeks to promote environmental characteristics within the meaning of Article 8 of the Sustainable Finance Disclosure Regulation. The “do no significant harm” principle applies only to those investments underlying the financial product that take into account the EU criteria for environmentally sustainable economic activities. The investments underlying the remaining portion of this financial product do not take into account the EU criteria for environmentally sustainable economic activities.
The fund aim is to achieve long-term growth. The fund has a long-term objective of a cash return plus 3.5% per annum gross of charges with a target volatility of less than 12%. Mercer has chosen a portfolio of assets reflecting this objective, which is not guaranteed.
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198.00
EUR
+47.54 (+31.60%) past 3 year
as of 15 May 2026Fund insights
Detailed information extracted from the fund factsheet.
Managed by Mercer Global Investment Europe Limited
A portion of the fund may use Financial Derivative Instruments (instruments for which the price is dependent on one or more underlying assets, 'FDI'). This can be to achieve the investment objective, to hedge a given investment or to hedge against anticipated movements in a market or other sector or to manage the fund more efficiently. The use of FDI may multiply the gains or losses made by the Fund on a given investment or on its investments generally.
A portion of this fund may use securities lending. Securities lending aims to generate additional returns for the fund in a low risk manner. Securities lending will adhere to UCITS regulations.
ESG & sustainability
The Fund seeks to promote environmental characteristics within the meaning of Article 8 of the Sustainable Finance Disclosure Regulation. The “do no significant harm” principle applies only to those investments underlying the financial product that take into account the EU criteria for environmentally sustainable economic activities. The investments underlying the remaining portion of this financial product do not take into account the EU criteria for environmentally sustainable economic activities. In line with the goal to place sustainability at the centre of the investment approach, Mercer committed to a target of net-zero absolute carbon emissions by 2050 for a large selection of the funds underlying the Mercer Aspire framework. As part of this commitment, Mercer also expects to reduce portfolio relative carbon emissions intensity by 45%, from 2019 baseline, by 2030. This target fed through to its flagship Diversified Growth Fund. Climate change has been a key engagement priority area for Mercer, and Mercer is committed to continuing to use its influence to promote the transition to net zero and to ensure the companies in which it invests won’t get left behind.
Frequently asked questions
Common questions about Mercer Aspire Diversified Growth.
Diversified Growth invests in a diversified mix of assets rather than relying on a single market or asset class. The fund can hold equities, bonds, alternatives, property, commodities and cash, and Mercer may also change the allocation over time. This means the fund is designed to spread its exposure across different return drivers. It may also hold temporary cash positions as part of portfolio management.
Diversified Growth aims to deliver long-term growth with a long-term objective of cash plus 3.5% per year gross of charges, while targeting volatility of less than 12%. Mercer builds the portfolio around this objective, but the target is not guaranteed. In plain terms, volatility means how much the fund’s value may rise and fall over time. The fund is managed with the aim of keeping those ups and downs lower than many growth-focused investments.
Diversified Growth is described as suitable for people with more than seven years to retirement and/or investors who are willing to accept rises and falls in value in pursuit of long-term growth. The fund is therefore aimed at investors with a longer time horizon rather than those needing quick access to stable capital. Diversified Growth may suit someone who wants growth potential but prefers a more diversified approach than investing in one market alone.
Diversified Growth carries inflation risk, currency risk and manager risk. Inflation risk means returns may not keep up with rising prices, so the real buying power of the investment could be reduced. Currency risk means overseas investments can be affected by movements in exchange rates, and manager risk means performance can be affected by the choices Mercer or the underlying managers make. Because the fund may also use derivatives, gains and losses can be amplified.
Diversified Growth is run by Mercer Global Investment Europe Limited, which selects specialist active and passive managers and reviews them regularly, replacing them where necessary. The fund’s allocations to managers and assets are also reviewed over time, so the portfolio can change as Mercer’s views change. A distinctive feature of Diversified Growth is that it is designed to reflect Mercer’s best growth ideas at a given time. It also seeks to promote environmental characteristics under Article 8 and can use securities lending and derivatives where appropriate.
Mercer Aspire Diversified Growth
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