Aegon Asset Management

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IMPORTANT DISCLOSURE: FOR NON-US PROFESSIONAL INVESTORS ONLY

This site is intended only for non-US professional investors or US-based fiduciaries representing non-US investors eligible to invest in Aegon Asset Management’s (the “Company”) UCITS funds. This site, and the funds described herein, are not suitable for individual investors.

The following information regarding the Company’s funds is for informational purposes only and does not constitute an offer for shares, products or services and should not be interpreted as an offer to sell, an invitation to acquire an investment, or a solicitation of an offer to buy for any persons who are prohibited from receiving such information under their domiciled local laws.

Aegon Asset Management Investment Company (Ireland) Plc is structured as an umbrella type open-ended investment company with variable capital consisting of a number of different sub-funds (“Funds”) and is authorized in Ireland pursuant to European Communities (Undertakings for Collective Investment in Transferable Securities) UCITS Regulations and the Central Bank UCITS Regulations (“UCITS Regulations"). Aegon Asset Management Europe ICAV is structured as an umbrella type open-ended investment ICAV with variable capital consisting of Funds and is authorized in Ireland as a UCITS pursuant to the UCITS Regulations.

These Funds are registered in Ireland and are available only to residents of those jurisdictions where allowed by law. Investors that do not meet these requirements will be denied access by the Company.

By checking the box, you have read and understand the important legal information above that pertains to Aegon Asset Management's UCITS funds and agree to these terms and conditions.

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ESG strategies

A recognised leader with over 30 years of responsible investing history.

We launched our first ethical equity strategy in 1989. Since then, we have broadened our capabilities to include ethical corporate bond and cautious managed portfolios. In 2016 we further expanded our range with the launch of a global sustainable equity strategy.

We monitor material environmental, social and governance issues associated with the industries and companies in which we invest through a wide range of channels. There is a strong relationship between our corporate governance team and our fund managers and stock analysts, which enables material non-financial information to be incorporated into our investment processes.

Distinguishing characteristics

We strive to identify and understand the key environmental, social and governance (ESG) risks for each of the companies, industries and sectors in which we invest.
We recognise that stakeholder expectations about the role of corporations in society are changing and we believe we have wider responsibilities to encourage high standards in the companies we invest in.
We believe that a company’s ESG performance is most appropriately considered within the context of its industry’s competitive landscape, in relation to its peers and the geographic regions in which it operates.
An understanding of the ESG issues that a company faces therefore requires an in-depth knowledge of the sector in which it operates.
We work closely with the Responsible Investing team whose 19 members have over 30 years’ combined industry experience. (As of June 30, 2022)

Our capabilities

Aegon Asset Management UK manages and/or sub-advises a broad range of strategies within the equities space.

Global Sustainable

Overview

We believe that sustainability analysis is a strong source of investment alpha and use it as a core tool within our fundamental research process. We do not apply thematic filters at the outset of the process, seeking instead to identify sustainability alpha through bottom up fundamental analysis.

Our Global Equities team uncovers stock picking ideas and works collaboratively with our ESG Research team. The ESG Research team is responsible for the sustainability analysis of all of the companies we invest in and assesses each one on three dimensions of sustainability:


Products	The nature of the products and services that a company provides (what a company does)
Practices	Operational practices and standards (how a company does it).
Improvement	Whether it has a track record of improvement or has meaningful ambitions to improve.

Distinguishing characterisitics

Focus on disruptive mid and small-cap growth companies.
Leverage sustainability analysis to identify competitive advantage and structural insight.
Identify sustainability improvers, not just leaders.
Concentrated 35-45 stock portfolio, >98% active share.

Only companies designated as sustainability ‘leaders’ or ‘improvers’ in sustainability are considered for inclusion in the portfolio. Alpha is driven by high weighting to Improvers.

All investments contain risk and may lose value. There is no guarantee that the assessment of a company as a leader improver will continue or that positive results will be obtained from investment in the securities of such companies.

The identification of ‘leaders’, ‘laggards’ and ‘improvers’ is based on Aegon‘s assessment of a company's sustainability of its products and practices. Sustainable product exclusions: Tobacco, Weapons, Nuclear power, Gambling, Animal welfare, Adult entertainment, Genetic modification, Coal, Oil exploration and production.

View our strategies >>

UK Ethical

Overview

A portfolio of UK stocks that excludes companies engaged in unethical activities and integrates ESG considerations in bottom up analysis.

Distinguishing characteristics

One of the longest running UK ethical equity strategies - performance record of over 30 years.
Mid and small-cap tilt leveraging our expertise in the area.
Strict and transparent ‘client led’ ethical screen helps align our approach with investors preferences.
Highly regarded ethical approach recognized by third-party rating agencies.
Draws on Aegon Asset Management’s Responsible Investment team.

The exclusions the managers apply are informed by our engagement with clients to understand their concerns and the experience we have gained during 30 years of managing ethical strategies. Although the fund does not apply any positive screening criteria, it may invest in themes that could be considered socially responsible, like alternative energy or social housing companies, but only when these companies pass the initial exclusion criteria.

Current ethical and sustainable themes

Curent ethical themes.png

We use both external screening databases and in-house research to ensure the companies in our ethical universe are suitable for investment. The following table shows our exclusion criteria:


Animal welfare	X Provide animal testing services or manufacture or sell animal-tested cosmetics or pharmaceuticals. X Have any involvement in intensive farming. X Operate abattoirs or slaughterhouse facilities. X Are producers or retailers of meat, poultry, fish or dairy products or slaughterhouse by-products.
Military	X Manufacture armaments, nuclear weapons or associated strategic products.
Nuclear power	X Own, operate or provide critical services to nuclear facilities.
Environment	X Are involved in activities which are commonly held to be environmentally unsound, including manufacturers of PVC, ozone depleting chemicals and hazardous pesticides. X Are in breach of internationally recognised conventions on biodiversity and companies in energy intensive industries which are not tackling the issue of climate change.
Political donations	X Have made political donations of more than £25,000 in the past 12 months.
Genetic engineering	X Have patented genes.
Gambling	X Have investments in betting shops, casinos or amusement arcades accounting for more than 10% of their total business.
Alcohol	X Derive more than 10% of their total business through involvement in brewing, distillation or sale of alcoholic drinks.
Tobacco	X Derive more than 10% of their business from the growing, processing or sale of tobacco products.
Pornography	X Provide adult entertainment services.
Banks	X Are corporate or international banks with exposure to large corporate or Third World debt.
Oppresive regimes	X Operate in countries with poor human rights records, and which have no established management policies on human rights issues.

View our strategies >>

UK Sustainable Opportunities

View our strategies

The ESG and sustainable investing activities and processes described herein are not applicable, or not applicable to the same degree, across all affiliates or all strategies.

Responsible investing is qualitative and subjective by nature, and there is no guarantee that the criteria utilized, or judgment exercised, by any company of Aegon Asset Management will reflect the beliefs or values of any one particular investor. Responsible investing norms differ by region. There is no assurance that the responsible investing strategy and techniques employed will be successful. Investors should consult their investment professional prior to making an investment decision.

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