Aegon UK Smaller Companies B Acc
Aegon UK Smaller Companies B Acc
ISIN:
GB00B142FS18
Risk level:
FE fundinfo Rating:
2 of 5
IA Sector:
IA UK Smaller Companies
Income type:
Accumulation
Price:
375.1300GBX
19 April 2024
Last change:
icon-down-small -1.03%
1 year change:
icon-up-small 5.76%
5 year annualised return:
-0.35%
12 month yield:
1.75%
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 UK Smaller Companies B Acc
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IA UK Smaller Companies
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IA UK Smaller Companies
Discrete calendar year performance
Trailing returns
(*annualised)
Fund Objective: The investment objective is to provide a combination of income and capital growth over any 7 year period.
Manager name:
Aegon Asset Management
Manager start date:
01 June 2006
Investment style:
*None
Region (geographical):
United Kingdom
Manager Biography:
Elaine Morgan is an investment manager in the UK Equities team with responsibility for managing several funds. In addition, Elaine has analysis duties for the construction, household goods, software & computer services and renewables sectors, and is a small-cap specialist. She joined the industry and us in 1988 straight from the University of Edinburgh, where she studied Economics with Law, and gained her IIMR qualification in 1990.
Benchmark:
IA UK Smaller Companies
Sector:
IA UK Smaller Companies
FE fundinfo Rating:
2 of 5
Fees and Charges
Asset Allocation
Fund size: 177,306,364.00 GBX
Chart date: April 19, 2024
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.
ESG Metric
Score
MSCI ESG Quality Score (0-10)
7.2
MSCI ESG Quality Score - Peer Percentile (0-100)
20%
MSCI ESG Quality Score - Global Percentile (0-100)
82%
Fund Environmental Impact Involvement (%)
23%
Fund Social Score Impact Involvement (%)
5%
Fund Severe Governance Controversies Involvement (%)
0%