Aegon Ethical Cautious Managed Fund GBP B IncRegister to Unlock Ratings |
Performance History | 31/01/2025 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 9.2 | -20.0 | 12.0 | 5.0 | 2.0 |
![]() | +/-Cat | 1.2 | -9.5 | 4.5 | -1.7 | -0.4 |
![]() | +/-B’mrk | 1.2 | -10.7 | 2.8 | -3.6 | -0.6 |
Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 18/02/2025 | GBX 123.73 | |
Day Change | -0.06% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | Mixed Investment 20-60% Shares | |
ISIN | GB00B7TCPG66 | |
Fund Size (Mil) 31/01/2025 | GBP 203.11 | |
Share Class Size (Mil) 31/01/2025 | GBP 183.65 | |
Max Initial Charge | - | |
Ongoing Charge 26/11/2024 | 0.77% |
Morningstar Research |
Analyst Report | 31/12/2024 Morningstar Manager Research, Morningstar, Inc |
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 | |
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People | 23 |
Parent | 23 |
Process | 24 |
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 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 |
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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 | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Aegon Ethical Cautious Managed Fund GBP B Inc | 31/12/2024 |
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