Aegon UK Sustainable Opportunities Fund

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

Aegon UK Sustainable Opportunities Fund GBP B Acc

Category UK Flex-Cap Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

232.321p

arrow-up1.836p (+0.80%)

Fund Code

AEUBA

B1N9DS9

GB00B1N9DS91

Prices updated as at 02 May 2024
|
Prices in GBX

Investment objective
The investment objective is to provide a combination of income and capital growth over any 7 year period. The Fund will be invested in a concentrated portfolio (typically 35-45 stocks) with at least 80% of the Fund consisting of equities of companies which are domiciled, incorporated or have significant operations in/exposure to the UK but which may also be quoted on a regulated market outside of the UK and which meet the Fund’s predefined sustainability criteria. The Fund is actively managed and can invest in companies of any market capitalisation (small, medium or large) and in any industry sector although will generally have a bias towards small to medium companies. At any one time, the scope of investment may be themed by industry, size or style to take advantageof opportunities identified by the ACD.

Annual charges

Product charges
0.78
0.38
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 20 Feb 2024pdf
Key Information Document / Technical Guide 14 Feb 2024pdf
Annual Reports 31 Mar 2023pdf
Annual Short Report 31 Mar 2023pdf
Interim Short Report 31 Mar 2023pdf
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Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) 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.