Aegon Sustainable Diversified Growth Fund GBP B AccRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 10.5 | 6.7 | -15.2 | -1.7 | 6.3 |
![]() | +/-Cat | 5.2 | -4.4 | -5.1 | -10.1 | -0.2 |
![]() | +/-B’mrk | 6.0 | -5.5 | -7.9 | -12.4 | -2.0 |
Category: GBP Allocation 60-80% Equity | ||||||
Category Benchmark: Morningstar UK Mod Adv Tgt ... |
Key Stats | ||
NAV 28/08/2024 | GBX 177.96 | |
Day Change | 0.03% | |
Morningstar Category™ | GBP Allocation 60-80% Equity | |
IA (formerly IMA) Sector | Mixed Investment 40-85% Shares | |
ISIN | GB00B625LX43 | |
Fund Size (Mil) 31/07/2024 | GBP 666.65 | |
Share Class Size (Mil) 31/07/2024 | GBP 666.65 | |
Max Initial Charge | - | |
Ongoing Charge 10/07/2024 | 0.52% |
Investment Objective: Aegon Sustainable Diversified Growth Fund GBP B Acc |
The investment objective is to deliver a totalreturn (capital growth plus income, gross of fees) that exceeds the UK Consumer Prices Index (CPI) by at least 3% per annum over any 5 year period. By investing in the Fund, capital is at risk. The Fund is a flexible multi-asset fund that invests across a range of asset classes on a global basis, taking into account factors such as global economic trends and growth opportunities. As a result, at any one time the Fund may be diversified across asset classes, sectors, currencies or geographies in various proportions. At least 80% of the Fund will usually consist of equities, corporate bonds and government and public securities and derivatives, with some flexibility to hold high levels of cash to meet the investment objective. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Colin Dryburgh 21/07/2014 | ||
Robert-Jan Mark 21/07/2014 | ||
Inception Date 30/07/2010 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
UK CPI | Morningstar UK Mod Adv Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Aegon Sustainable Diversified Growth Fund GBP B Acc | 31/07/2024 |
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