Mercer Aspire High Growth Portfolio
Managed Aggressive (>65% Equity)
This portfolio is part of the “Help Me Do It” range. Rather than choosing individual funds to invest in, “Help Me Do It” gives access to a choice of diversified portfolios designed by Mercer - each of which has a specific growth target and specific risk characteristics. This portfolio invests in a diversified mix of assets, which may shift as Mercer's views change. This portfolio 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 portfolio 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.
This portfolio’s long-term objective is a cash return plus 4.5% to 5.5% per annum, gross of charges, with a target volatility of less than 25%. Mercer has chosen a portfolio of assets reflecting this objective, which is not guaranteed.
1
2
3
4
5
6
7
330.20
EUR
+99.29 (+43.00%) 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 portfolio 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 portfolio more efficiently. The use of FDI may multiply the gains or losses made by the portfolio on a given investment or on its investments generally.
A portion of this portfolio may use securities lending. Securities lending aims to generate additional returns for the portfolio in a low risk manner. Securities lending will adhere to UCITS regulations.
ESG & sustainability
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 the Aspire High Growth Portfolio. 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 High Growth Portfolio.
The Aspire High Growth Portfolio invests in a diversified mix of assets, including equities, bonds, property, alternatives, cash and commodities. Mercer may change the mix over time as its views change, and the portfolio may also hold cash temporarily as part of portfolio management. The portfolio is managed by Mercer Global Investment Europe Limited.
The Aspire High Growth Portfolio is aimed at 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. It is designed for investors who want a higher-growth, mixed-asset portfolio rather than choosing individual funds themselves. Mercer has set it up within the Help Me Do It range to match a specific growth target and risk profile.
The Aspire High Growth Portfolio has a long-term objective of cash plus 4.5% to 5.5% per year, gross of charges, with a target volatility of less than 25%. Volatility is a measure of how much returns can go up and down, so a lower target suggests Mercer is trying to keep swings within a defined range. The fund says this objective is not guaranteed.
The Aspire High Growth Portfolio highlights inflation risk, currency risk and manager risk. Currency risk means overseas investments can rise or fall in value when exchange rates move, even if the underlying assets do not. Manager risk means the portfolio could be affected if a chosen investment manager makes poor decisions or underperforms.
Yes, the Aspire High Growth Portfolio seeks to promote environmental characteristics and is classified as Article 8. Mercer says the wider Aspire framework is aligned with a net-zero absolute carbon emissions target by 2050 for a large selection of the underlying funds, with a goal to reduce relative carbon emissions intensity by 45% by 2030 from a 2019 baseline. Mercer also says climate change is a key engagement priority and that it wants the companies it invests in to be part of the transition to net zero.
Mercer Aspire High Growth Portfolio
Get free, expert advice on this fund from a regulated advisor
Regulated advisors
No obligation
100% free advice