Aegon Ethical Cautious Managed Fund GBP B IncRegister to Unlock Ratings |
| Performance History | 30/04/2022 |
| Growth of 1,000 (GBP) | Advanced Graph |
 | Fund | -10.4 | 17.8 | 2.2 | 9.2 | -12.7 |
| +/-Cat | -4.9 | 5.4 | -1.9 | 1.2 | -7.1 |
| +/-B’mrk | -7.6 | 5.0 | -3.1 | 1.2 | -7.0 |
| Category: GBP Allocation 40-60% Equity | ||||||
| Category Benchmark: Morningstar UK Mod Tgt Allo... | ||||||
| Key Stats | ||
| NAV 26/05/2022 | GBX 116.98 | |
| Day Change | 0.59% | |
| Morningstar Category™ | GBP Allocation 40-60% Equity | |
| IA (formerly IMA) Sector | Mixed Investment 20-60% Shares | |
| ISIN | GB00B7TCPG66 | |
| Fund Size (Mil) 29/04/2022 | GBP 329.72 | |
| Share Class Size (Mil) 29/04/2022 | GBP 286.34 | |
| Max Initial Charge | - | |
| Ongoing Charge 14/02/2022 | 0.78% | |
| Morningstar Research |
| Analyst Report |
Aegon Ethical Cautious Managed is run by a long-standing duo employing a consistent, ethicallyscreened investment process. Comanagers Audrey Ryan and Iain Buckle have been a steady presence despite wider team turnover in the past. All share... |
| Click here to read this analyst report on the underlying fund. |
| Morningstar Pillars | |
|---|---|
| People | Average |
| Parent | Average |
| Process | Above Average |
| Performance | |
| Price | |
| Investment Objective: Aegon Ethical Cautious Managed Fund GBP B Inc |
| 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 denominated in Sterling and issued anywhere in the world. Equities will be limited to a maximum of 60% of the Fund's value at all times. At least 80% of equity exposure will be to UK companies which are listed, quoted or traded in UK markets or which have their headquarters or a significant part of their activities in the UK but which may also be quoted on a regulated market outside of the UK. However, up to 20% of all equity investments may be made in non-UK companies. |
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| Management | ||
Manager Name Start Date | ||
Iain Buckle 01/05/2010 | ||
Audrey Ryan 01/03/2007 | ||
Inception Date 14/05/2013 | ||
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| Category Benchmark | |
| Fund Benchmark | Morningstar Benchmark |
| IA Mixed Investment 20-60% Shares GR GBP | Morningstar UK Mod Tgt Alloc NR GBP |
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| Portfolio Profile for Aegon Ethical Cautious Managed Fund GBP B Inc | 30/04/2022 |
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