Mercer Aspire Progressive Portfolio
€209.2000
+0.38% today—
12 Nov 2013
14 May 2026
Fund chart
3 Year Performance: 25.50%
3 Year
Fund details
Key information from the provider including fund specifics, charges, and asset allocation.
Cumulative performance
Returns over multiple time horizons. Quartile rank shows how this fund compares to its peers for each period.
| Period | Return | Quartile rank |
|---|---|---|
1 Day | 0.00% | Top 50% |
1 Week | 0.48% | Top 25% |
1 Month | +1.90% | Top 50% |
QTD | +4.86% | Top 75% |
3 Month | +2.60% | Top 75% |
6 Month | +6.68% | Top 50% |
9 Month | +9.30% | Top 75% |
YTD | +5.18% | Top 75% |
1 Year | +11.16% | Top 75% |
2 Year | +16.16% | Top 75% |
3 Year | +25.49% | Top 100% |
4 Year | +23.86% | Top 75% |
5 Year | +24.97% | Top 75% |
6 Year | +38.73% | Top 100% |
7 Year | +38.09% | Top 75% |
8 Year | +43.68% | Top 75% |
9 Year | +47.32% | Top 75% |
10 Year | +59.57% | Top 75% |
Launch | +94.42% | Top 75% |
Chart view
Risk metrics
Standard deviation measures how much returns fluctuate — higher values mean more volatility. The Sharpe ratio shows return earned per unit of risk; a positive figure means the fund is rewarding investors for the risk taken.
Frequently asked questions
Common questions about Mercer Aspire Progressive Portfolio.
Over the past year, Mercer Aspire Progressive Portfolio has returned +11.16%, placing it in the third quartile of funds within its category. Whether this is a "good" fund depends on your personal investment goals, risk tolerance, and time horizon. Always speak with a regulated pension advisor before making changes to your retirement savings.
Mercer Aspire Progressive Portfolio
Managed Balanced (<65% Equity)