Aegon Ethical Equity GBP B Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.22%
  • 3 Year sharpe0.38
  • 3 Year alpha3.68
  • Distribution Typeaccumulation
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.78%
  • IA SectorUK All Companies
  • Manager GroupAEGON
  • DomicileUnited Kingdom
  • ISINGB0007450884

Investment Strategy

The investment objective is to provide a combination of income and capital growth over any 7 year period. The Fund will invest at least 80% in equities of 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.

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