Aegon Ethical Cautious Managed GBP B Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.25%
  • 3 Year sharpe0.60
  • 3 Year alpha-1.12
  • Distribution Typeincome
  • BenchmarkIA Mixed Investment 20-60% Shares GR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.78%
  • IA SectorMixed Investment 20-60% Shares
  • Manager GroupAEGON
  • DomicileUnited Kingdom

Investment Strategy

The investment objective is to provide a combination of income and capital growth over any 7 year period. To invest in a diversified portfolio of equities denominated in any currency; and corporate bonds denominated in Sterling and issued anywhere in the world. Equities will be limited to a maximum of 60% of the Fund's value at all times. At least 80% of equity exposure will be to UK companies which are listed, quoted or traded in UK markets or which have their headquarters or a significant part of their activities in the UK but which may also be quoted on a regulated market outside of the UK. However, up to 20% of all equity investments may be made in non-UK companies.

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