Mercer Aspire Diversified Growth Partial Hedged
Managed Balanced (<65% Equity)
This fund invests in a diversified mix of assets and represents Mercer’s best growth ideas at a given time. Some of the currency exposures are hedged back into euro. 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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157.40
EUR
+36.88 (+30.60%) past 3 year
as of 15 May 2026Fund insights
Detailed information extracted from the fund factsheet.
Managed by Mercer Global Investment Europe Limited
Some of the currency exposures are hedged back into euro.
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, portfolio relative carbon emissions intensity is also expected to reduce by 45%, from 2019 baseline, by 2030. This target fed through to this 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 the fund invests won’t get left behind.
Frequently asked questions
Common questions about Mercer Aspire Diversified Growth Partial Hedged.
Diversified Growth Partial Hedge invests in a diversified mix of assets, including equities, bonds, alternatives, property, commodities and cash. Mercer says it represents its best growth ideas at a given time, with allocations reviewed regularly and changed over time if needed. Some currency exposures are hedged back into euro, and the fund may hold temporary cash positions as part of portfolio management.
Diversified Growth Partial Hedge is aimed at people with more than seven years to retirement, or those willing to accept ups and downs in value in pursuit of long-term growth. Mercer targets long-term growth with a cash return plus 3.5% per year gross of charges and a volatility target of less than 12%. The fund is therefore designed for investors with a longer time horizon rather than those seeking short-term stability.
Diversified Growth Partial Hedge partially hedges its foreign currency exposures back into euro. This means some movements in overseas exchange rates are reduced, but not fully eliminated. Currency risk means the value of the fund can rise or fall when exchange rates move against the currencies of its investments.
Diversified Growth Partial Hedge is exposed to inflation risk, currency risk and manager risk. Inflation risk means rising prices can reduce the real value of returns, currency risk means exchange-rate movements can affect value, and manager risk means the outcome can depend on the decisions of the underlying investment managers. The fund may also use derivatives, which can magnify gains or losses.
Diversified Growth Partial Hedge seeks to promote environmental characteristics and is classified as Article 8 under SFDR. Mercer also says the fund is linked to a net-zero carbon emissions commitment, including a goal to reduce portfolio relative carbon emissions intensity by 45% from a 2019 baseline by 2030. Not all underlying investments apply the EU criteria for environmentally sustainable economic activities, so the sustainability approach is applied unevenly across the portfolio.
Mercer Aspire Diversified Growth Partial Hedged
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