Aegon Ethical Equity Fund

Select share classes

Aegon Ethical Equity Fund GBP B Inc

Category UK Flex-Cap Equity


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

171.779p

arrow-up0.375p (+0.22%)

Fund Code

AETBI

B8FZHY8

GB00B8FZHY88

Prices updated as at 28 Mar 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.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnBelow Average
Morningstar riskAbove Average
Morningstar rating
star-filledstar-filled
5 - year
Morningstar returnAverage
Morningstar riskAverage
Morningstar rating
star-filledstar-filledstar-filled
10 - year
Morningstar returnBelow Average
Morningstar riskAverage
Morningstar rating
star-filledstar-filled
Overall
Morningstar returnBelow Average
Morningstar riskAverage
Morningstar rating
star-filledstar-filled

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 29 Feb 2024

1 year3 years
7.38-7.36
1.081.27
0.67-0.66
58.9365.57
0.180.01
15.4717.26
9.9410.52

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.