Sustainable Investment
Policies
Sustainability Policy:
This Policy sets out Mercer’s key principles and approach in relation to all sustainability related topics.
Remuneration policy:
This Policy set out how ESG performance is rewarded within Mercer.
Sustainability Related Disclosures
Principal Adverse sustainability impacts statement:
This statement summarises how principal adverse impacts on sustainability factors are considered as part of the investment decision making & advisory process.
Sustainability-related product disclosures:
Mercer Aspire, both Zurich and New Ireland offerings, offers Article 8 investment options, as categorised by the Sustainable Finance Disclosure Regulation. A list of the funds is available in the table below. Please click on the fund /Portfolio name for the sustainability related pre-contractual disclosures.
More detail on the sustainability related disclosures can be found by clicking on the disclosure document for each of the fund/portfolios listed.
| Fund Range | Fund/Portfolio Name | Classification | Sustainability-related disclosure | Periodic Reporting |
|---|---|---|---|---|
Fund Range Zurich Best Ideas |
Fund/Portfolio Name Aspire High Growth Portfolio |
Classification Article 8 |
Sustainability-related disclosure Disclosure Document |
Periodic Reporting Report |
Fund Range Aspire Moderate Growth Portfolio |
Fund/Portfolio Name Article 8 |
Classification Disclosure Document |
Sustainability-related disclosure Report |
|
Fund Range Aspire Cautious Growth Portfolio |
Fund/Portfolio Name Article 8 |
Classification Disclosure Document |
Sustainability-related disclosure Report |
|
Fund Range Zurich ARF Portfolios |
Fund/Portfolio Name Aspire High Growth Portfolio IS |
Classification Article 8 |
Sustainability-related disclosure Disclosure Document |
Periodic Reporting Report |
Fund Range Aspire Moderate Growth Portfolio IS |
Fund/Portfolio Name Article 8 |
Classification Disclosure Document |
Sustainability-related disclosure Report |
|
Fund Range Aspire Cautious Growth Portfolio IS |
Fund/Portfolio Name Article 8 |
Classification Disclosure Document |
Sustainability-related disclosure Report |
|
Fund Range Zurich Self-select Funds |
Fund/Portfolio Name Active Global Equity |
Classification Article 8 |
Sustainability-related disclosure Disclosure Document |
Periodic Reporting Report |
Fund Range Active Global Equity Partial Hedge |
Fund/Portfolio Name Article 8 |
Classification Disclosure Document |
Sustainability-related disclosure Report |
|
Fund Range Active Global Equity Hedged |
Fund/Portfolio Name Article 8 |
Classification Disclosure Document |
Sustainability-related disclosure Report |
|
Fund Range Passive Developed Market Equity |
Fund/Portfolio Name Article 8 |
Classification Disclosure Document |
Sustainability-related disclosure Report |
|
Fund Range Passive Global Equity Hedged |
Fund/Portfolio Name Article 8 |
Classification Disclosure Document |
Sustainability-related disclosure Report |
|
Fund Range Passive Global Equity Unhedged |
Fund/Portfolio Name Article 8 |
Classification Disclosure Document |
Sustainability-related disclosure Report |
|
Fund Range Emerging Markets Equity |
Fund/Portfolio Name Article 8 |
Classification Disclosure Document |
Sustainability-related disclosure Report |
|
Fund Range Passive Emerging Markets Equity |
Fund/Portfolio Name Article 8 |
Classification Disclosure Document |
Sustainability-related disclosure Report |
|
Fund Range Global Low Volatility Equity |
Fund/Portfolio Name Article 8 |
Classification Disclosure Document |
Sustainability-related disclosure Report |
|
Fund Range Global Small Cap Equity |
Fund/Portfolio Name Article 8 |
Classification Disclosure Document |
Sustainability-related disclosure Report |
|
Fund Range Passive Multi-Factor Global Equity |
Fund/Portfolio Name Article 8 |
Classification Disclosure Document |
Sustainability-related disclosure Report |
|
Fund Range Eurozone Equity |
Fund/Portfolio Name Article 8 |
Classification Disclosure Document |
Sustainability-related disclosure Report |
|
Fund Range Active Sustainable Global Equity |
Fund/Portfolio Name Article 8 |
Classification Disclosure Document |
Sustainability-related disclosure Report |
|
Fund Range Passive Sustainable Global Equity |
Fund/Portfolio Name Article 8 |
Classification Disclosure Document |
Sustainability-related disclosure Report |
|
Fund Range Passive Global Listed Infrastructure |
Fund/Portfolio Name Article 8 |
Classification Disclosure Document |
Sustainability-related disclosure Report |
|
Fund Range Diversified Growth Fund (unhedged) |
Fund/Portfolio Name Article 8 |
Classification Disclosure Document |
Sustainability-related disclosure Report |
|
Fund Range Diversified Growth Fund Partial Hedge |
Fund/Portfolio Name Article 8 |
Classification Disclosure Document |
Sustainability-related disclosure Report |
|
Fund Range Absolute Return Fixed Income |
Fund/Portfolio Name Article 8 |
Classification Disclosure Document |
Sustainability-related disclosure Report |
|
Fund Range Global High Yield Bonds |
Fund/Portfolio Name Article 8 |
Classification Disclosure Document |
Sustainability-related disclosure Report |
|
Fund Range Global Credit Fund |
Fund/Portfolio Name Article 8 |
Classification Disclosure Document |
Sustainability-related disclosure Report |
|
Fund Range Passive Corporate Bonds |
Fund/Portfolio Name Article 8 |
Classification Disclosure Document |
Sustainability-related disclosure Report |
|
Fund Range New Ireland Self-select funds |
Fund/Portfolio Name Mercer Global Equity Fund |
Classification Article 8 |
Sustainability-related disclosure Disclosure Document |
Periodic Reporting Report |
Fund Range Mercer Emerging Markets Equity Fund |
Fund/Portfolio Name Article 8 |
Classification Disclosure Document |
Sustainability-related disclosure Report |
|
Fund Range Mercer Low Volatility Equity Fund |
Fund/Portfolio Name Article 8 |
Classification Disclosure Document |
Sustainability-related disclosure Report |
|
Fund Range Mercer Multi-Factor Global Equity Fund |
Fund/Portfolio Name Article 8 |
Classification Disclosure Document |
Sustainability-related disclosure Report |
|
Fund Range Mercer Sustainable Global Equity Fund |
Fund/Portfolio Name Article 8 |
Classification Disclosure Document |
Sustainability-related disclosure Report |
|
Fund Range Mercer Global Listed Infrastructure Fund |
Fund/Portfolio Name Article 8 |
Classification Disclosure Document |
Sustainability-related disclosure Report |
|
Fund Range Mercer Global High Yield Bond Fund |
Fund/Portfolio Name Article 8 |
Classification Disclosure Document |
Sustainability-related disclosure Report |