provider
mercer aspire pension funds.
Mercer Aspire offers 24 pension funds in our data, including global equity, cautious managed, bonds and balanced managed funds. Below they're ranked by average yearly return over five years, with one, three and ten-year figures and each fund's risk rating, so you can see how the Mercer Aspire range compares.
- funds
- 24
- typical risk
- 3–5/7
- middle 5-yr return
- +5.5% a year
Of the 23 Mercer Aspire funds with a five-year record, the highest average yearly return was +12.6% (Mercer Aspire Passive Global Equity Unhedged) and the lowest −6.2% (Mercer Aspire Annuity Matching). 1 fund is under five years old and listed after, by 3-year return.
ranked by 5-year return
| # | fund | risk | 1 yr | 3 yr avg | 5 yr avg | 10 yr avg |
|---|---|---|---|---|---|---|
| 1 | Mercer Aspire Passive Global Equity UnhedgedEquity Global | risk 5/7 | +21.6% | +17.4% | +12.6% | +12.4% |
| 2 | Mercer Aspire Active Global Equity UnhedgedEquity Global | risk 5/7 | +20.3% | +17.6% | +12.0% | +13.1% |
| 3 | Mercer Aspire Active Global Equity HedgedEquity Global | risk 5/7 | +21.6% | +18.5% | +10.0% | +11.9% |
| 4 | Mercer Aspire Passive Europe ex UK EquityEquity Eurozone | risk 5/7 | +10.4% | +11.3% | +9.2% | +9.7% |
| 5 | Mercer Aspire High Growth PortfolioManaged Aggressive (>65% Equity) | risk 5/7 | +20.5% | +13.6% | +8.5% | +9.4% |
| 6 | Mercer Aspire Eurozone EquitiesEquity Eurozone | risk 5/7 | +10.6% | +11.3% | +8.4% | +11.1% |
| 7 | Mercer Aspire Low Volatility EquityEquity Global | risk 5/7 | +5.1% | +9.3% | +8.4% | +8.9% |
| 8 | Mercer Aspire Passive Emerging Markets EquityEquity Emerging Markets | risk 5/7 | +42.5% | +19.4% | +8.3% | +10.0% |
| 9 | Mercer Aspire Diversified GrowthManaged Balanced (<65% Equity) | risk 4/7 | +15.5% | +10.1% | +7.3% | +7.3% |
| 10 | Mercer Aspire Moderate Growth PortfolioManaged Balanced (<65% Equity) | risk 4/7 | +16.9% | +10.9% | +6.8% | +7.4% |
| 11 | Mercer Aspire Diversified Growth Partial HedgedManaged Balanced (<65% Equity) | risk 4/7 | +15.5% | +10.0% | +5.7% | — |
| 12 | Mercer Aspire Emerging Markets EquityEquity Emerging Markets | risk 5/7 | +41.1% | +16.4% | +5.5% | +8.2% |
| 13 | Mercer Aspire Emerging Markets DebtEquity Emerging Markets | risk 4/7 | +9.3% | +6.0% | +4.7% | +3.7% |
| 14 | Mercer Aspire Cautious Growth PortfolioManaged Defensive (<35% Equity) | risk 4/7 | +10.3% | +7.6% | +4.4% | +4.7% |
| 15 | Mercer Aspire Retirement Fund (ARF)Managed Defensive (<35% Equity) | risk 3/7 | +8.2% | +6.5% | +3.8% | +3.8% |
| 16 | Mercer Aspire Low GrowthManaged Defensive (<35% Equity) | risk 3/7 | +7.3% | +6.0% | +3.5% | — |
| 17 | Mercer Aspire Cash PortfolioMoney Market | risk 1/7 | +2.0% | +3.1% | +1.9% | +0.7% |
| 18 | Mercer Aspire StabilityManaged Defensive (<35% Equity) | risk 2/7 | +2.4% | +3.3% | +1.4% | — |
| 19 | Mercer Aspire Passive Corporate BondBond - Corporate | risk 3/7 | +1.8% | +4.6% | +0.1% | +0.8% |
| 20 | Mercer Aspire Global Buy & Maintain CreditBond - Aggregate | risk 4/7 | +3.0% | +3.7% | -1.1% | +0.7% |
| 21 | Mercer Aspire Euro BondBond - Aggregate | risk 3/7 | +0.2% | +2.9% | -1.6% | -0.0% |
| 22 | Mercer Aspire PRB Retirement (Annuity)Specialist Funds | risk 3/7 | -0.9% | +1.7% | -2.1% | -0.7% |
| 23 | Mercer Aspire Annuity MatchingBond - Government | risk 4/7 | -3.8% | +0.1% | -6.2% | -2.2% |
| 24 | Mercer Aspire Passive Sustainable Global EquityAlternative Strategy | risk 5/7 | — | — | — | — |
average yearly returns as published by the national pension helpline fund explorer, updated 9 Nov 2026, 06:01. your own return also depends on the charges on your policy. past performance is not a reliable guide to future performance.
Mercer Aspire funds by type