Aegon Sustainable Equity B Acc GBP
Aegon Sustainable Equity B Acc GBP
ISIN:
GB0007274516
Risk level:
FE fundinfo Rating:
1 of 5
IA Sector:
IA Global
Income type:
Accumulation
Price:
245.5300GBX
29 April 2025
Last change:
icon-down-small -0.22%
1 year change:
icon-down-small -5.92%
5 year annualised return:
1.53%
12 month yield:
0.21%
At a glance performance and information
Eligibility:
The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you are unsure about investing, seek independent advice
Add to chart:
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Aegon Sustainable Equity B Acc GBP
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IA Global
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MSCI ACWI
Discrete calendar year performance
Trailing returns
(*annualised)
Fund Objective: To exploit special investment situations and opportunities throughout the world by investing globally. A maximum of 5% of the Net Asset Value of the Scheme Property of the Fund may be invested in units or shares of such other collective investment schemes. The Fund may also hold cash and near cash.
Manager name:
Aegon Asset Management
Manager start date:
01 May 2022
Investment style:
Growth
Region (geographical):
Global
Manager Biography:
Claire Marwick, Investment Manager, is a member of the global equities team with responsibility for co-managing our Global Sustainable Equity Fund. Claire became a co-manager of the Fund on 1 May 2022. Prior to her current role, Claire worked for Edinburgh Partners, a subsidiary of Franklin Templeton, where she held a global equity research role. Prior to that, she held roles at UBS, Alliance Trust and Martin Currie. She has been in the industry since 1999 and started with the firm in 2021. Claire graduated from the University of Cambridge with a degree in Astrophysics and has an MBA from Harvard Business School. She is a CFA Charterholder.
Benchmark:
MSCI ACWI
Sector:
IA Global
FE fundinfo Rating:
1 of 5
Fees and Charges
*This is an indication based on the market average. The fund’s actual transaction cost will be shown before you place a trade.
Account charges are not included
Asset Allocation
Fund size: 162,175,195.00 GBX
Chart date: April 29, 2025
Top 10 Holdings
Sectors
World regions
What is ESG?
ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.