Aegon Global Sustainable Equity Fund

Select share classes

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

Aegon Global Sustainable Equity Fund GBP C Acc

Category Global Flex-Cap Equity

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

Last buy/sell price

£26.3221

arrow-up£0.17 (+0.65%)

Fund Code

AESUA

BYZJ377

IE00BYZJ3771

Prices updated as at 12 Dec 2025

Prices in GBP

Investment objective

The investment objective is to maximise total return (income plus capital). The Fund shall directly invest at least 80% of the Net Asset Value of the Fund in equity securities. Equity securities shall comprise common stocks of companies which are incorporated, listed, carrying on business, dealt in or traded on a Recognised Market. The Fund may invest up to 20% of the Net Asset Value of the Fund in the following ancillary liquid assets: cash, bank deposits, short term certificates, commercial paper and treasury bills. The Fund may invest up to 10% of the Net Asset Value of the Fund in other open-ended collective investment schemes.

Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.

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.

Company name

Aegon Investment Management BV

Fund launch date

21 Apr 2016

Domicile

Ireland

UCITS

Yes

Fund manager

Claire Marwick

Manager start date

01 May 2020

Fund manager biography

Claire Marwick is an investment manager in the global Equities team, with responsibility for co-managing our Global Sustainable, International Sustainable and US Sustainable Focus strategies. Prior to her current role, Claire worked for Edinburgh Partners, a subsidiary of Franklin Templeton, where she held a global equity research role. Prior to that, she held roles at UBS, Alliance Trust and Martin Currie. She has been in the industry since 1999 and started with the firm in 2021. Claire graduated from the University of Cambridge with a degree in Astrophysics and has an MBA from Harvard Business School. She is a CFA Charterholder.

Fund manager

Malcolm McPartlin

Manager start date

01 May 2020

Fund manager biography

Malcolm McPartlin is an investment manager in the UK Equities team, with responsibility for co-managing the Kames UK Equity Absolute Return Fund and Kames Equity Market Neutral Funds. He has analysis responsibilities for the mining, media sectors and UK Equity Strategy. Malcolm joined us in 2003 from Scottish Equitable where he was an assistant business analyst. He studied Financial Services at Napier University.

Head office

AEGON INVESTMENT MANAGEMENT B.V.

AEGONPLEIN 50

Den Haag

Netherlands

2591 TV

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Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and 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.

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