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Global Sustainable Equity Fund

A sub fund of Aegon Asset Management Investment Company (Ireland) Plc

ISIN: IE00BYZHYQ76 SEDOL: BYZHYQ7 SFDR Classification: Article 8

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Fund Price

Fund changes from 22 February 2024

Please note that the following share classes for this fund closed on 22 February 2024. A letter detailing options for shareholders in these share classes was issued on 22 January 2024 and you will find a copy HERE

 

Fund

Share class

ISIN Code

Aegon Global Sustainable Equity Fund

A Acc USD

IE0004OZXSK1

Aegon Global Sustainable Equity Fund

C Acc CHF

IE00BYZJ4290

Aegon Global Sustainable Equity Fund

C Inc Eur

IE00BYZHYY50

Aegon Global Sustainable Equity Fund

J Acc JPY

IE000VHG9MM8

 

 

Prospective investors are advised to read this letter in advance of investing.

Fund description

Launched on 21 April 2016, the Fund invests in innovative and disruptive companies that are providing solutions to today’s sustainability challenges. This is a high-conviction growth-focused portfolio of 35-45 companies, with the theme of sustainability running through each position.

Fund details

Fund managers

Malcolm McPartlin

Malcolm McPartlin

Investment Manager

Malcolm McPartlin is an investment manager in our equities team, where he co-manages the award-winning Aegon Global Sustainable Equity strategy and the Aegon International (ex-US) Sustainable Equity strategy.

Full profile
Claire Marwick, CFA

Claire Marwick, CFA

Investment Manager

Claire Marwick, investment manager, is a member of the global equities team, with responsibility for co-managing our Global, International and US Sustainable Equity strategies.

Full profile

Disclaimer

Past performance is not a guide to future performance. The fund is intended to be a medium to long-term investment and the principal risk is the loss of capital.

 

The value of investments and the income from them may go down as well as up and is not guaranteed. Outcomes, including the payment of income, are not guaranteed.

 

Any investment objective, benchmark and yield information should not be considered as an assurance or guarantee of the performance of the fund or any part of it.

 


Fund Charges are taken from income but will be taken from capital where income is insufficient to cover charges. Please be aware that each fund presents its own risk profile. Before making an investment decision, please read the KIID for an explanation and refer to the prospectus for information about all relevant risks, including all material risks for this fund.

 

The KIID and Prospectus are available here on our website and also by calling our investor helpdesk on + 353 1 622 4493 or in writing from Citigroup Europe plc, PO Box 11167, Cardiff Lane, Dublin 2, Ireland.

 

Aegon Asset Management neither warrants, represents nor guarantees the contents of the information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein.

 

Investors in the UK, Ireland and Channel Islands:  A limited range of funds and share class have “Reporting Fund” status and more information about this status is contained in the full prospectus.