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
168.384p
0.014p (+0.01%)
Fund Code
AETBI
B8FZHY8
GB00B8FZHY88
Prices updated as at 24 Apr 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 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
, 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
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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