Aegon Ethical Equity GBP B Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.56%
  • 3 Year sharpe-0.06
  • 3 Year alpha3.72
  • Distribution Typeincome
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.78%
  • IA SectorUK All Companies
  • Manager GroupKames Capital
  • DomicileUnited Kingdom
  • ISINGB00B8FZHY88

Investment Strategy

The fund aims to maximise total return by investment in equities and equity type securities in companies based in the UK, principally conducting business in the UK or listed on the UK stock market which meet the fund's predefined ethical criteria. The underlying Aegon 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. The underlying Kames fund operates an ethical screen which means it may not invest in particular industries and sectors. ln all cases, the investments of the underlying fund will meet its predefined ethical criteria.

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