Aegon Sustainable Diversified Growth Fund

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

Aegon Sustainable Diversified Growth Fund GBP B Acc

Category GBP Allocation 60-80% Equity


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

170.359p

arrow-up0.549p (+0.32%)

Fund Code

AEINA

B625LX4

GB00B625LX43

Prices updated as at 30 Apr 2024
|
Prices in GBX

Investment objective
The investment objective is to deliver a totalreturn (capital growth plus income, gross of fees) that exceeds the UK Consumer Prices Index (CPI) by at least 3% per annum over any 5 year period. By investing in the Fund, capital is at risk. The Fund is a flexible multi-asset fund that invests across a range of asset classes on a global basis, taking into account factors such as global economic trends and growth opportunities. As a result, at any one time the Fund may be diversified across asset classes, sectors, currencies or geographies in various proportions. At least 80% of the Fund will usually consist of equities, corporate bonds and government and public securities and derivatives, with some flexibility to hold high levels of cash to meet the investment objective.

Annual charges

Product charges
0.52
0.31
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
Please note that service charges will also apply. Read more about our fees.

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.