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Sustainable Diversified Growth Fund

A sub fund of Aegon Asset Management UK ICVC

ISIN: GB00B625LX43 SEDOL: B625LX4

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Fund Price

Fund changes from 1 April 2023

Please note that the following changes applied to this fund from 1 April 2023.

  • The Fund’s benchmark moved from the UK Retail Price Index (RPI) +4% to the UK Consumer Prices Index (CPI) +3%
  • The objective of the Fund changed from RPI +4% per annum to CPI +3% per annum, gross of fees, over any five year period
  • There is no change to the way the Fund is managed or to the types of investments the Fund is allowed to hold

 

A copy of the notice issued to investors to explain these changes can be found in the Documents section below. Prospective investors are advised to read this letter in advance of investing.

Fund Description

The Aegon Sustainable Diversified Growth Fund is a global multi-asset portfolio with the flexibility to invest across a wide range of assets that meet our sustainability criteria.

Fund managers

Gareth Gettinby appointment as of 1st January 2024

Colin Dryburgh, CFA

Colin Dryburgh, CFA

Investment Manager

Colin Dryburgh, investment manager, is a member of the multi-asset group. Prior to his current role, Colin worked for Aviva Investors, where he was a European equity analyst.

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Gareth Gettinby

Gareth Gettinby

Investment Manager

Gareth Gettinby, PhD, is an investment manager within the Multi-Asset group, generating ideas for multi-asset portfolios.

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Disclaimer

Past performance is not a guide to future performance. The fund is intended to be a long term investment and the principal risk is the loss of capital.


The value of investments and the income from them may go down as well as up and is not guaranteed. Outcomes, including the payment of income, are not guaranteed.

Any investment objective, benchmark and yield information should not be considered as an assurance or guarantee of the performance of the fund or any part of it.

Fund Charges are taken from capital, increasing distributions but constraining capital growth. Please be aware that each fund presents its own risk profile. Before making an investment decision, please read the KIID for an explanation and refer to the prospectus for information about all relevant risks, including all material risks for this fund.


Aegon Asset Management is not responsible for the accuracy or completeness of the information supplied by Lipper. Aegon Asset Management neither warrants, represents nor guarantees the contents of the information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein.