Aegon Diversified Monthly Inc GBP B Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History4.20%
  • 3 Year sharpe0.47
  • 3 Year alpha-2.7
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Investment 20-60% Shares GR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.58%
  • IA SectorMixed Investment 20-60% Shares
  • Manager GroupAEGON
  • DomicileUnited Kingdom

Investment Strategy

The investment objective is to generate income with a target yield of approximately 5% per annum, with the potential for capital growth over the medium term (being any 5 year period). By investing in the Fund, capital is at risk. There is no guarantee that the Fund will generate this, or any other level of income or returns.

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