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Aegon Ethical Cautious Managed GBP B Inc GB00B7TCPG66

Performance

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
Manager Change : Full Partial

Returns

Growth of 10K component includes four parts: Growth of 10K chart, Manager Change, Fund Flows, and Annual Return table.
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
7.45
3.10
8.48
-10.38
17.83
2.23
9.25
-20.00
12.03
4.99
3.18
Category
1.56
10.58
7.45
-5.48
12.41
4.08
8.07
-10.46
7.53
6.74
N/A
Index
2.09
14.47
7.28
-2.75
12.87
5.29
8.00
-9.26
9.26
8.56
N/A
Quartile Rank
Quartile Rank is first
Quartile Rank is fourth
Quartile Rank is second
Quartile Rank is fourth
Quartile Rank is first
Quartile Rank is third
Quartile Rank is second
Quartile Rank is fourth
Quartile Rank is first
Quartile Rank is fourth
Percentile Rank
1
96
32
98
5
66
33
98
8
78
# of Invest. in Cat.
889
923
1,241
1,301
1,335
1,427
1,449
1,427
1,447
1,377
Category Name
EU0796 EAA Fund GBP Allocation 40-60% Equity
EU0796 EAA Fund GBP Allocation 40-60% Equity
EU0796 EAA Fund GBP Allocation 40-60% Equity
EU0796 EAA Fund GBP Allocation 40-60% Equity
EU0796 EAA Fund GBP Allocation 40-60% Equity
EU0796 EAA Fund GBP Allocation 40-60% Equity
EU0796 EAA Fund GBP Allocation 40-60% Equity
EU0796 EAA Fund GBP Allocation 40-60% Equity
EU0796 EAA Fund GBP Allocation 40-60% Equity
EU0796 EAA Fund GBP Allocation 40-60% Equity
EU0796 EAA Fund GBP Allocation 40-60% Equity

Price

How much does it cost?

Investment Fees

Other Fees

Sustainability

ESG Risk Rating

5/5

Corporate Sustainability Score
16.95 17.18
Sovereign Sustainability Score
Low Carbon Designation

No Designation

Carbon Risk Score
5.44

Strategy

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 which may be denominated in non-Sterling up to a maximum of 20% and issued anywhere in the world. The Fund operates an ethical screen which means that the Fund will limit or avoid investment in companies that are involved in or exposed to activities that may be considered as having an adverse effect either on society or the environment and are commonly considered as unethical. The Fund’s ethical criteria defines the initial investment universe (‘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

Related Investments

Investment Name
Inception
ISIN
Currency
Ongoing Charge
Performance Fee %
Minimum Initial Purchase
Shareclass without Retrocessions
Purchase Constraint
Aegon Ethical Cautious Managed GBP B Acc
Aegon Ethical Cautious Managed GBP B Acc
14 May 2013
GB00B7V2CD05
GBP
0.78
0
500.00
Yes
Aegon Ethical Cautious Managed GBP B Inc
Aegon Ethical Cautious Managed GBP B Inc
14 May 2013
GB00B7TCPG66
GBP
0.78
0
500.00
Yes

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