Aegon Ethical Cautious Managed Fund

Select share classes

Aegon Ethical Cautious Managed Fund GBP B Acc

Category GBP Allocation 40-60% Equity


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

147.17p

arrow-up0.147p (+0.10%)

Fund Code

AECMA

B7V2CD0

GB00B7V2CD05

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. To invest in a diversified portfolio of equities denominated in any currency; and corporate bonds denominated in Sterling and issued anywhere in the world. The Fund operates an ethical screen which means that the Fund may not invest in particular industries and sectors. In all cases, the investments of the Fund will meet the Fund’s predefined ethical criteria. The Fund is actively managed and the portfolio may at any one time be allocated more towards equities or bonds depending on the ACD’s view on the current market conditions. Equities will be limited to a maximum of 60% of the Fund's value at all times. At least 80% of equity exposure will be to UK 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.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerIain Buckle, Audrey Ryan
147.17
126.4
Fund comparative indexIA Mixed Investment 20-60% Shares
Mixed Investment 20-60% Shares
-
0.77
0.05
0.00
GBP Allocation 40-60% Equity
No
Fund providerAegon Asset Management UK PLC
Share class launch date14 May 2013
£215.17m
-
1.98
-
Quarterly
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

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