Aegon Ethical Equity GBP B Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.22%
  • 3 Year sharpe0.36
  • 3 Year alpha3.97
  • Distribution Typeincome
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.77%
  • IA SectorUK All Companies
  • Manager GroupAEGON
  • DomicileUnited Kingdom
  • ISINGB00B8FZHY88

Investment Strategy

Aegon Ethical Equity fund aims to provide a combination of income and capital growth over any 7 year period. The Fund will invest 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. The Fund operates an ethical screen which means that the Fund may not invest in particular industries and sectors. In all cases, the investments of the Fund will meet the Fund's predefined ethical criteria set out in Appendix D of the underlying fund Prospectus The Fund is actively managed and can invest in companies of any market capitalization (small, medium or large) and in a range of industry sectors, subject to the Fund's ethical criteria. The Fund will typically invest in publicly quoted companies although it will tend to have a bias towards small and medium companies.

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