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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.
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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.
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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.
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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.
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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.
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The Watchlist allows you to track the funds which you currently invested in, or are keen to track the performance of.
The Watchlist allows you to track the funds which you currently invested in, or are keen to track the performance of.
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Diversification is the main reason why pension schemes invest in property. Evidence shows that including property within a multi-asset portfolio can enhance the risk-adjusted returns of the whole portfolio.
There are various routes to investing in property. The largest institutional investors can buy physical properties, although most pension schemes favour pooled funds or multi-manager solutions. These approaches bring risks of underperformance and illiquidity, while the high costs of trading means schemes rarely switch providers until it is too late.
The unique nature of property as an asset class has limited the development of index-tracking solutions – until now. The Active Beta Property Fund is a pooled pension fund which aims to track the UK commercial property funds market. By taking small, active positions across a range of balanced property funds, we aim to deliver returns with a risk profile that is appropriate for UK pension schemes investing in property as a diversifying asset class.
Key Fund Details | |
Fund domiciled in: | United Kingdom |
Launch date: | 30-06-2017 |
Benchmark: | MSCI/AREF UK All Balanced Property Fund Index |
Performance target: | To perform in line with the benchmark with a tracking error of less than 1% |
Mark Bunney, property fund manager, leads the UK indirect property team, co-manages the Active Beta strategies and has responsibility for a number of segregated client accounts and research into traditional unlisted property and social infrastructure funds.
Tony Yu, indirect property fund manager, is a member of the UK indirect property team, co-manages the Active Beta strategies and is responsible for developing portfolio strategies, overseeing the indirect property team’s fund-research effort and sourcing secondary-market deals.