Aegon UK Sustainable Opportunities Fund

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

Aegon UK Sustainable Opportunities Fund GBP B Acc

Category UK Flex-Cap Equity


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

225.169p

arrow-down-1.298p (-0.57%)

Fund Code

AEUBA

B1N9DS9

GB00B1N9DS91

Prices updated as at 19 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 be invested in a concentrated portfolio (typically 35-45 stocks) with at least 80% of the Fund consisting of equities of companies which are domiciled, incorporated or have significant operations in/exposure to the UK but which may also be quoted on a regulated market outside of the UK and which meet the Fund’s predefined sustainability criteria. The Fund is actively managed and can invest in companies of any market capitalisation (small, medium or large) and in any industry sector although will generally have a bias towards small to medium companies. At any one time, the scope of investment may be themed by industry, size or style to take advantageof opportunities identified by the ACD.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerPhilip Haworth, Audrey Ryan
232.68
189.73
Fund comparative indexFTSE AllSh TR GBP
UK All Companies
-
0.78
0.38
0.00
UK Flex-Cap Equity
No
Fund providerAegon Asset Management UK PLC
Share class launch date01 Mar 2007
£136.47m
-
2.03
-
Annually
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

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.