Aegon Sustainable Diversified Growth Fund

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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

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

Last buy/sell price

194.273p

arrow-up1.497p (+0.78%)

Fund Code

AEINA

B625LX4

GB00B625LX43

Prices updated as at 12 Dec 2025

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 provided that the corporates and countries invested in meet the proprietary scoring criteria. As a result, at any one time the Fund may be diversified across asset classes, sectors, currencies or geographies in various proportions. At least 70% of the Fund’s assets will meet the Fund’s sustainability objective and will consist of equities, corporate bonds and government and public securities.

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 Jul 2010

Domicile

United Kingdom

UCITS

Yes

Fund manager

Colin Dryburgh

Manager start date

21 Jul 2014

Fund manager biography

Colin Dryburgh is an investment manager in the Multi-Asset Group. He joined the industry in 1994 and us in 2012 and previously worked for Aviva Investors, where he was a European equity analyst. Prior to that, Colin worked for Brewin Dolphin and Abbey National Asset Managers in investment management and analysis roles. Colin is a CFA Charterholder and has a degree in Mathematics with Economics from the University of Strathclyde.

Fund manager

Robert-Jan Mark

Manager start date

21 Jul 2014

Fund manager biography

Robert-Jan van der Mark, CFA, is head of alternative risk premia and systematic strategies and a portfolio manager in the multi-asset group. He manages the sustainable diversified growth strategy. Within the team, he focuses on asset allocation, quantitative investment strategies and sustainable investing. Prior to his current role, he was a quantitative analyst at the firm, after completing an internship in the quantitative department. Robert-Jan joined the industry and the firm in 2006, he became a portfolio manager in 2009. He holds an MSc in econometrics and management from Erasmus University Rotterdam and is a CFA charterholder.

Head office

3 Lochside Crescent

Edinburgh

United Kingdom

EH12 9SA

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Important Information

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