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Global Sustainable Real Estate Securities

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Key Characteristics

  • Leverages Aegon AM’s global resources, sustainability experts and proprietary responsible investing framework1

  • 20+ years’ experience and track record in global real estate securities

  • Highly experienced portfolio managers with 50+ years of combined experience2

  • Fundamental approach to management

Overview

  • Provides direct access to the return and liquidity potential of global listed real estate.

 

  • Objective: Provide attractive risk-adjusted returns and outperform benchmark over the-long term in a sustainable manner.

 

  • Invests in global listed real estate (REITs, REOCs, property development), across developed (80-90%) and emerging markets (10-20%).

 

  • Reference benchmark: FTSE/EPRA Global Real Estate TR.

 

  • Fundamental, research-driven investment process with an emphasis on stock selection with sector and regional tilts around the edges.

 

  • Applies Aegon AM’s sustainability pillars to stock selection focusing on leaders and improvers in sustainability, while excluding laggards.3

 

 

1 ESG integration and active ownership are not applicable, or not applicable to the same degree, across all affiliates or all strategies. Responsible investment products, services and approaches may vary by region and affiliates.

2As of June 30, 2022.

3The identification of "leaders", "laggards" and "improvers" is based on Aegon's assessment of a company's sustainability of its products and practices. The Framework is applied across all Aegon AM sustainable solutions with equal rigidity, but with adaptations per asset class.

 

For prospective investors in the US, the strategy is offered by Aegon RA with Aegon NL engaged to manage the assets by way of a participating affiliate arrangement. For prospective investors in Europe and Asia, this strategy is offered by Aegon AM NL. For prospective investors in the UK, this strategy is offered by Aegon AM UK and sub-advised by Aegon NL.

Portfolio Managers

Boudewijn Schoon

Boudewijn Schoon

Senior Portfolio Manager

Boudewijn Schoon is a portfolio manager, responsible for global listed real estate strategies at Aegon AM.

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Boudewijn van Loen

Boudewijn van Loen

Senior Portfolio Manager

Boudewijn van Loen is a portfolio manager, responsible for global listed real estate strategies at Aegon AM.

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