Aegon Diversified Growth GBP B Acc

Fund
add to virtual portfolio
trade
This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History2.27%
  • 3 Year sharpe0.21
  • 3 Year alpha-1.02
  • Distribution Typeaccumulation
  • BenchmarkRPI + 4%
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.54%
  • IA SectorSpecialist
  • Manager GroupKames Capital
  • DomicileUnited Kingdom
  • ISINGB00B625LX43

Investment Strategy

The investment objective is to deliver a total return (capital growth plus income) that exceeds the UK Retail Prices Index by at least 4% per annum over any 5 year period. By investing in the Fund, capital is at risk. There is no guarantee that the Fund will deliver positive returns over this, or any, time period. At least 80% of the Fund will usually consist of equities, corporate bonds and government and public securities and derivatives, with some flexibility to hold high levels of cash to meet the investment objective.

Latest news

Currently there for this fund. Visit our news hub for other news .