Mercer Aspire Passive Corporate Bond
Bond - Corporate
For this fund, Mercer uses its market knowledge and investment expertise to select a specialist passive manager to track the performance of a selected corporate bond index. In doing so, it provides exposure to a diversified mix of euro corporate bonds. The fund may have temporary cash exposures as part of portfolio management. Both the investment manager and the index used are regularly monitored by Mercer and replaced where necessary. 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 performing in line with the benchmark, gross of charges.
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120.00
EUR
+15.01 (+14.30%) past 3 year
as of 15 May 2026Fund insights
Detailed information extracted from the fund factsheet.
Managed by SSIM
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.
Frequently asked questions
Common questions about Mercer Aspire Passive Corporate Bond.
Passive Corporate Bonds is designed to provide exposure to a diversified mix of euro corporate bonds. Mercer selects a specialist passive manager to track a chosen corporate bond index rather than trying to pick individual winners. The fund may also hold cash temporarily as part of portfolio management. Its aim is long-term growth while broadly matching the benchmark, gross of charges.
Passive Corporate Bonds uses a passive approach, meaning it seeks to follow the selected corporate bond index rather than outperform it. Mercer monitors both the investment manager and the index regularly and can replace them if needed. The underlying manager for the fund is SSIM. This structure is intended to keep the fund aligned with its benchmark over time.
Passive Corporate Bonds may suit people with more than seven years to retirement and/or investors who can accept rises and falls in value in pursuit of long-term growth. It is focused on bond market exposure rather than short-term capital protection. That means investors should be comfortable with fluctuations in the value of their investment. The fund is aimed at those looking for a long-term holding within a portfolio.
The main risks highlighted for Passive Corporate Bonds are inflation risk, currency risk and manager risk. Inflation risk means the fund’s returns may not keep pace with rising prices, which can reduce what your money can buy over time. Currency risk means exchange-rate movements can affect returns when investments are exposed to different currencies. Manager risk means the outcome could be affected if the chosen manager or the way the index is tracked does not perform as expected.
Passive Corporate Bonds seeks to promote environmental characteristics and is classified as Article 8 under SFDR. The factsheet says the ‘do no significant harm’ principle applies only to the investments that use the EU criteria for environmentally sustainable economic activities. The remaining holdings do not take those EU criteria into account. This means the fund includes an ESG-related objective, but it is not described as a fully sustainable or green-only bond portfolio.
Mercer Aspire Passive Corporate Bond
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