Mercer Aspire Eurozone Equities

Eurozone Equities invests in a diversified mix of equities from countries within or linked to the eurozone. It does this by using a selection of specialist active managers rather than one single stock picker. The fund is managed by Mercer Global Investment Europe Limited and the manager allocations are reviewed regularly and can change over time.

Eurozone Equities is designed for people with more than seven years to retirement and for investors who are comfortable with ups and downs in the hope of long-term growth. Eurozone Equities is generally intended to be used as part of a broader range of fund choices rather than on its own. It may suit someone seeking equity exposure with a long investment horizon.

Eurozone Equities aims to achieve long-term growth and has a long-term objective of outperforming its benchmark, gross of charges. It uses an active investment style, so the managers make choices about which shares to hold rather than simply tracking an index. Because it invests in equities, returns can be more volatile, meaning the value can rise and fall more sharply than with lower-risk assets.

Eurozone Equities highlights inflation risk, currency risk and manager risk. Inflation risk means rising prices could reduce the real value of returns over time. Currency risk means movements in exchange rates can help or hurt returns when investments are priced in different currencies, while manager risk means the fund may perform differently depending on the decisions of the selected active managers.

Yes. Eurozone Equities seeks to promote environmental characteristics under Article 8 of the Sustainable Finance Disclosure Regulation. The fund also applies a “do no significant harm” principle, but only to the portion of holdings that take account of the EU criteria for environmentally sustainable economic activities. The rest of the portfolio does not use those EU sustainability criteria.