Aegon Sustainable Equity Fund

Select share classes

There is only one type of share class for this fund.

Aegon Sustainable Equity Fund GBP B Acc

Category Global Flex-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

286.92p

arrow-up1.846p (+0.65%)

Fund Code

AEGEB

0727451

GB0007274516

Prices updated as at 12 Dec 2025

Prices in GBX

Investment objective

The investment objective is to provide a combination of income and capital growth over any 7 year period by investing in assets that are sustainable for the planet and society through the ACD’s selection of responsibly managed companies providing products and services that are aligned to one or more of the ACD’s 6 sustainability themes. The Fund is actively managed, and the portfolio will be concentrated (typically holding between 35-45 stocks) consisting of equities of companies which may be listed, quoted or traded anywhere in the world. At least 90% of the Fund’s assets will meet the Fund’s sustainability objective.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , SDR Consumer facing disclosure, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

Aegon Asset Management UK PLC

Fund launch date

30 Oct 1987

Domicile

United Kingdom

UCITS

Yes

Fund manager

Malcolm McPartlin

Manager start date

06 Jan 2021

Fund manager biography

Malcolm McPartlin is an investment manager in the UK Equities team, with responsibility for co-managing the Kames UK Equity Absolute Return Fund and Kames Equity Market Neutral Funds. He has analysis responsibilities for the mining, media sectors and UK Equity Strategy. Malcolm joined us in 2003 from Scottish Equitable where he was an assistant business analyst. He studied Financial Services at Napier University.

Fund manager

Claire Marwick

Manager start date

01 May 2022

Fund manager biography

Claire Marwick is an investment manager in the global Equities team, with responsibility for co-managing our Global Sustainable, International Sustainable and US Sustainable Focus strategies. Prior to her current role, Claire worked for Edinburgh Partners, a subsidiary of Franklin Templeton, where she held a global equity research role. Prior to that, she held roles at UBS, Alliance Trust and Martin Currie. She has been in the industry since 1999 and started with the firm in 2021. Claire graduated from the University of Cambridge with a degree in Astrophysics and has an MBA from Harvard Business School. She is a CFA Charterholder.

Head office

3 Lochside Crescent

Edinburgh

United Kingdom

EH12 9SA

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Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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