Aegon UK Sustainable Opportunities B Acc
Aegon UK Sustainable Opportunities B Acc
ISIN:
GB00B1N9DS91
Risk level:
FE fundinfo Rating:
1 of 5
IA Sector:
IA UK All Companies
Income type:
Accumulation
Price:
232.6800GBX
28 March 2024
Last change:
icon-up-small 0.25%
1 year change:
icon-up-small 17.17%
5 year annualised return:
4.33%
12 month yield:
1.63%
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 Sustainable Opportunities B Acc
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IA UK All Companies
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IA UK All 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 March 2007
Investment style:
*None
Region (geographical):
United Kingdom
Manager Biography:
Audrey Ryan is an investment manager in the Equities team with responsibility for managing several funds. In addition, Audrey has analysis duties for the travel & leisure sector and is a small-cap specialist. She joined the industry in 1995 and us in 1997 from General Accident where she was a UK small companies portfolio manager. Audrey studied Accounting at Napier University, is a qualified chartered accountant and has an MSc in Investment Analysis.
Benchmark:
IA UK All Companies
Sector:
IA UK All Companies
FE fundinfo Rating:
1 of 5
Fees and Charges
Asset Allocation
Fund size: 128,237,981.00 GBX
Chart date: March 28, 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)
7.9
MSCI ESG Quality Score - Peer Percentile (0-100)
72%
MSCI ESG Quality Score - Global Percentile (0-100)
97%
Fund Environmental Impact Involvement (%)
36%
Fund Social Score Impact Involvement (%)
5%
Fund Severe Governance Controversies Involvement (%)
2%