Aegon Sustainable Diversified Growth B Acc
Aegon Sustainable Diversified Growth B Acc
ISIN:
GB00B625LX43
Risk level:
FE fundinfo Rating:
1 of 5
IA Sector:
IA Mixed Investment 40-85% Shares
Income type:
Accumulation
Price:
168.6800GBX
25 April 2024
Last change:
icon-down-small -0.28%
1 year change:
icon-down-small -1.64%
5 year annualised return:
0.74%
12 month yield:
4.06%
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 Diversified Growth B Acc
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IA Mixed Investment 40-85% Shares
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UK Retail Price Index + 4%
Discrete calendar year performance
Trailing returns
(*annualised)
Fund Objective: The investment objective is to deliver a total return (capital growth plus income) that exceeds the UK Retail Prices Index by at least 4% per annum over any 5 year period. By investing in the Fund, capital is at risk. There is no guarantee that the Fund will deliver positive returns over this, or any, time period.
Manager name:
Aegon Asset Management
Manager start date:
21 July 2014
Investment style:
Active,Flexible,Total Return
Region (geographical):
Global
Manager Biography:
Colin Dryburgh is an investment manager in the Multi-Asset Group. He joined us in 2012 and previously worked for Aviva Investors, where he was a European equity analyst. Prior to that, Colin worked for Brewin Dolphin and Abbey National Asset Managers in investment management and analysis roles. Colin has 22 years’ industry experience and is a CFA Charterholder. He has a degree in Mathematics with Economics from the University of Strathclyde.
Benchmark:
UK Retail Price Index + 4%
Sector:
IA Mixed Investment 40-85% Shares
FE fundinfo Rating:
1 of 5
Fees and Charges
Asset Allocation
Fund size: 587,332,652.00 GBX
Chart date: April 25, 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)
85%
MSCI ESG Quality Score - Global Percentile (0-100)
82%
Fund Environmental Impact Involvement (%)
17%
Fund Social Score Impact Involvement (%)
6%
Fund Severe Governance Controversies Involvement (%)
1%