Aegon Ethical Corporate Bond Fund GBP B Acc

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)30/06/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearAverageBelow Average3 star
10-YearAverageLow3 star
Overall*AverageBelow Average3 star
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Aegon Ethical Corporate Bond Fund GBP B Acc
  • Markit iBoxx GBP NonGilts TR
Volatility Measurements30/06/2021
3-Yr Std Dev5.58 %
3-Yr Mean Return5.03 %
3-Yr Sharpe Ratio0.80
Modern Portfolio Statistics30/06/202130/06/2021
 Standard IndexBest Fit Index
 Markit iBoxx GBP NonGilts TR  BBgBarc Sterling Agg Corp TR GBP
3-Yr Beta0.940.74
3-Yr Alpha0.460.66
* This share class has performance data calculated prior to the inception date, 2004-06-03. This is based upon a simulated/extended track record, using the track record of Aegon Ethical Corporate Bond GBP A Acc (ISIN: GB0005342646), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(

Audience Confirmation

By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites
© Copyright 2021 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies       Modern Slavery Statement