Aegon Ethical Cautious Managed Fund

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Aegon Ethical Cautious Managed Fund GBP B Inc

Category GBP Allocation 40-60% Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

122.154p

arrow-down-0.764p (-0.62%)

Fund Code

AECMI

B7TCPG6

GB00B7TCPG66

Prices updated as at 24 Feb 2025
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Prices in GBX

Investment objective
The investment objective is to provide a combination of income and capital growth over any 7 year period. To invest in a diversified portfolio of equities denominated in any currency; and corporate bonds which may be denominated in non-Sterling up to a maximum of 20% and issued anywhere in the world. The Fund operates an ethical screen which means that the Fund will limit or avoid investment in companies that are involved in or exposed to activities that may be considered as having an adverse effect either on society or the environment and are commonly considered as unethical. The Fund’s ethical criteria defines the initial investment universe (‘Criteria’). The Fund is actively managed and the portfolio may at any one time be allocated more towards equities or bonds depending on the ACD’s view on the current market conditions

Growth chart of 1,000

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Please note that past performance is not a reliable indicator of future returns. The Growth of 1,000 chart shows growth of the asset based on an initial investment of 1,000 over a set period, using the actual daily returns for the asset over that period. It is plotted in the base currency of the fund (for example GBP, Euros or Dollars) which is the same as the price currency at top of this page. If the price currency is anything other than pound sterling the performance return may increase/decrease because of currency fluctuations.


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