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 Year 1 Periodic Reporting
Zurich Best Ideas Aspire High Growth Portfolio Article 8 Disclosure Document Report
Aspire Moderate Growth Portfolio Article 8 Disclosure Document Report
Aspire Cautious Growth Portfolio Article 8 Disclosure Document Report
Zurich ARF Portfolios Aspire High Growth Portfolio IS Article 8 Disclosure Document Report
Aspire Moderate Growth Portfolio IS Article 8 Disclosure Document Report
Aspire Cautious Growth Portfolio IS Article 8 Disclosure Document Report
Zurich Self-select Funds Active Global Equity Article 8 Disclosure Document Report
Active Global Equity Partial Hedge Article 8 Disclosure Document Report
Active Global Equity Hedged Article 8 Disclosure Document Report
Passive Developed Market Equity Article 8 Disclosure Document Report
Passive Global Equity Hedged Article 8 Disclosure Document Report
Passive Global Equity Unhedged Article 8 Disclosure Document Report
Emerging Markets Equity Article 8 Disclosure Document Report
Passive Emerging Markets Equity Article 8 Disclosure Document Report
Global Low Volatility Equity Article 8 Disclosure Document Report
Global Small Cap Equity Article 8 Disclosure Document Report
Passive Multi-Factor Global Equity Article 8 Disclosure Document Report
Eurozone Equity Article 8 Disclosure Document Report
Active Sustainable Global Equity Article 8 Disclosure Document Report
Passive Sustainable Global Equity Article 8 Disclosure Document Report
Passive Global Listed Infrastructure Article 8 Disclosure Document Report
Diversified Growth Fund (unhedged) Article 8 Disclosure Document Report
Diversified Growth Fund Partial Hedge Article 8 Disclosure Document Report
Absolute Return Fixed Income Article 8 Disclosure Document Report
Global High Yield Bonds Article 8 Disclosure Document Report
Global Credit Fund Article 8 Disclosure Document Report
Passive Corporate Bonds Article 8 Disclosure Document Report
New Ireland Self-select funds Mercer Global Equity Fund Article 8 Disclosure Document Report
Mercer Emerging Markets Equity Fund Article 8 Disclosure Document Report
Mercer Low Volatility Equity Fund Article 8 Disclosure Document Report
Mercer Global Small Cap Equity Fund Article 8 Disclosure Document Report
Mercer Multi-Factor Global Equity Fund Article 8 Disclosure Document Report
Mercer Sustainable Global Equity Fund Article 8 Disclosure Document Report
Mercer Global Listed Infrastructure Fund Article 8 Disclosure Document Report
Mercer Global High Yield Bond Fund Article 8 Disclosure Document Report