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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.
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Aegon Private Fund Management (Shanghai) Co., Ltd is regulated by the China Securities Regulatory Commission (CSRC) and the Asset Management Association of China (AMAC). However, the contents of this document have not been reviewed by CSRC or AMAC.
The information in this website is based on our understanding of the current and historical positions of the markets. The views expressed is provided for reference only and should not be interpreted as recommendations or advice.
Past performance is not a guide to future performance. The value of investments and the income from them may go down as well as up and is not guaranteed.
The content of this website is accurate at the time of writing but can be subject to change without notification. Although this information is composed with great care and we strive to ensure accuracy, completeness and correctness of the information, imperfections due to human errors may occur, as a result of which presented data and calculations may differ.
Therefore, no rights may be derived from the provided data and calculations.
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You can get the current prospectuses, accounts, important information for investors and fund prices at https://www.fundinfo.com. Please click the accept button and select the county in which you live and identify yourself as a private investor.
Risk notice - Capital risk. The value of investments can go down as well as up and is not guaranteed.
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You can get the current prospectuses, accounts, important information for investors and fund prices at https://www.fundinfo.com. Please click the accept button and select the county in which you live and identify yourself as a private investor.
Risk notice - Capital risk. The value of investments can go down as well as up and is not guaranteed.
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If you are a retail investor we recommend that you take qualified financial advice before making any investment decisions. You can obtain the latest prospectus, accounts, Key Investor Information and fund prices at www.aegon.nl.
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You can get the current prospectuses, accounts, important information for investors and fund prices at https://www.fundinfo.com. Please click the accept button and select the county in which you live and identify yourself as a private investor.
Risk notice - Capital risk. The value of investments can go down as well as up and is not guaranteed.
This is a marketing communication. Please refer to the Legal documents of the Fund(s), such as the KIID and/or prospectus, before making any final investment decisions.
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This Website and all information contained herein is intended for exclusive use of qualified investors as defined in the Federal Act on Collective Investment Schemes of 23 June 2006 (the “CISA”) and in its implementing ordinance, which have their residence or registered office in Switzerland (the “Qualified Investors”), excluding opt up Qualified investors.
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You can get the current prospectuses, accounts, important information for investors and fund prices at https://www.fundinfo.com. Please click the accept button and select the county in which you live and identify yourself as a private investor.
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as of June 30, 2023
invested in multi-asset strategies*
experience of managing multi-asset portfolios
multi-asset & solutions investment professionals
We believe:
Key elements of our multi-asset approach are:
We believe that asset allocation is a primary driver of investment returns and diversifying portfolios across a wide range of lowly-correlated investments can help reduce risk. To support our investment objectives we employ a thematic multi-asset approach that reflects our conviction views.
Our Diversified Growth and Diversified Income strategies bring together a broad range of assets. In the table below we show the primary ‘building blocks’ of our strategies. This is not an exhaustive list of all the assets that we can invest in and we have the flexibility to access others to help achieve each strategy’s objectives.
Asset Class | What we invest in | How we invest |
Alternatives |
|
Alternative assets have the potential to offer relatively low volatility and low correlations to traditional asset classes. Our exposure varies by strategy. |
Equities |
|
Equity allocations are driven by total return potential for our Diversified Growth strategy and by total return and income sustainability considerations for our Diversified Income strategy. Our unconstrained approach is free of any benchmark considerations. We access equities through bespoke portfolios of individual securities, single stocks and equity index futures. |
Credit |
|
Credit has the potential to provide attractive total return and diversification benefits. Our allocation is highly selective. |
Government bonds |
|
We typically use government bonds strategically for risk management and tactically to pursue additional returns. |
Currency |
|
Our default is to hedge exposures back to base currency. We actively manage currency exposures using currency forwards to seek returns and mitigate risks. |
Cash and other |
|
We may hold cash to limit market exposures and manage liquidity. |
Our investment process provides a disciplined approach to research, analysis and portfolio construction. We focus on identifying the best investment ideas and our process provides a forum for constructive engagement across the team. We follow the same process whether we are managing to an income or growth-oriented objective. We seek to maintain balanced portfolios, although are prepared to adjust our risk-tilts to reflect emerging opportunities and threats.
The strategy aims to maximize total return (income plus capital) at a lower risk than global equity markets by investing in a diversified portfolio of global assets.
The strategy aims to deliver an income with potential for capital growth by investing in a diversified portfolio of bonds, equities and other asset classes.
*As of June 30, 2023. Assets under management/advisement exclude joint venture assets. Multi-Asset & Solutions platform assets include equity, fixed income and real assets allocations within multi-asset portfolios, including those which are sub-advised to specialist investment platforms. In this view, these assets are included in the Multi-Assets & Solutions platform. Personnel may be employed by any of the Aegon AM affiliates. Does not include all investment professionals.