Mercer Aspire Passive Sustainable Global Equity
Alternative Strategy
For this fund, Mercer uses its market knowledge and investment expertise to select a specialist passive manager to track the performance of the selected EU Paris-Aligned sustainable equity index. The index is designed to maximize exposure to positive environmental, social and governance (ESG) factors. Relative to the wider global equity market, the index tends to overweight companies that are highly rated from an ESG perspective and underweight companies with lower ratings. Mercer monitors the mandate given to the investment manager to ensure this continues to reflect Mercer's best thinking regarding sustainable investment. Currency exposure from non-Eurozone elements is partially hedged back to Euro. This 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. It has a long-term objective of matching the benchmark, gross of charges.
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16503.00
EUR
+1715.37 (+11.60%) past 3 year
as of 19 May 2026Fund insights
Detailed information extracted from the fund factsheet.
Managed by Mercer Global Investment Europe Limited
Currency exposure from non-Eurozone elements is partially hedged back to 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 index is designed to maximize exposure to positive environmental, social and governance (ESG) factors. Relative to the wider global equity market, the index tends to overweight companies that are highly rated from an ESG perspective and underweight companies with lower ratings. The fund seeks to promote environmental characteristics within the meaning of Article 8 of the Sustainable Finance Disclosure Regulation.
Frequently asked questions
Common questions about Mercer Aspire Passive Sustainable Global Equity.
Passive Sustainable Equity invests mainly in global equities by tracking a selected EU Paris-Aligned sustainable equity index. Mercer selects a specialist passive manager to follow that index, and the portfolio may also hold cash temporarily as part of management. The fund therefore gives investors broad share-market exposure, but with an ESG tilt toward companies that score well on environmental, social and governance factors.
Passive Sustainable Equity is designed to track a sustainable index rather than a broad market index. That index aims to maximise exposure to positive ESG factors and tends to overweight higher-rated ESG companies while underweighting lower-rated ones. In plain language, it is built to tilt the portfolio toward companies Mercer considers better aligned with sustainability goals.
Passive Sustainable Equity is aimed at people with more than seven years to retirement and/or investors who are comfortable with ups and downs in value in pursuit of long-term growth. The fund's objective is long-term growth and, over the long term, it aims to match its benchmark gross of charges. It may suit investors looking for passive equity exposure with a sustainability focus.
Passive Sustainable Equity carries inflation risk, currency risk and manager risk. Inflation risk means the fund's returns may not keep up with rising prices, so the real value of money invested can be reduced over time. Currency risk means movements in exchange rates can affect returns because some underlying holdings are outside the eurozone and only partially hedged back to euro.
Yes, Passive Sustainable Equity may use financial derivative instruments and securities lending. Derivatives can be used to help achieve the investment objective, hedge risk or manage the fund more efficiently, but they can also amplify gains or losses. Securities lending is used in a limited way to try to add extra return, and Mercer monitors both the manager and the index regularly, replacing them where necessary.
Mercer Aspire Passive Sustainable Global Equity
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