Aegon Ethical Equity Fund GBP B Inc

Category UK Flex-Cap Equity

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

Last buy/sell price

165.568p

arrow-down-0.324p (-0.20%)

Fund Code

AETBI

B8FZHY8

GB00B8FZHY88

Prices updated as at 02 Apr 2026

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 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.

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

17 Apr 1989

Domicile

United Kingdom

UCITS

Yes

Lead manager

Audrey Ryan

Lead manager start date

01 Jan 1999

Lead fund manager biography

Audrey Ryan is an investment manager in the Equities team with responsibility for managing several funds. In addition, Audrey has analysis duties for the travel & leisure sector and is a small-cap specialist. She joined the industry in 1995 and us in 1997 from General Accident where she was a UK small companies portfolio manager. Audrey studied Accounting at Napier University, is a qualified chartered accountant and has an MSc in Investment Analysis.

Head office

3 Lochside Crescent

Edinburgh

United Kingdom

EH12 9SA

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