Aegon Sustainable Equity Fund
A sub fund of Aegon Asset Management UK ICVC
B Acc GBP
ISIN: GB0007274516
SEDOL: 0727451

Key documents
Factsheet
KIID
TCFD report
Objectives and Investment Policy

Objective: The financial investment objective is to provide a combination of income and capital growth over any 7 year period by investing in assets that are sustainable for the planet and society through the ACD’s selection of responsibly managed companies providing products and services that are aligned to one or more of the ACD’s 6 sustainability themes.

Sustainable companies are those scoring 3 or higher on both its products and/or services ‘Products’ (revenue alignment to the 6 themes) and its business practices ‘Practices’ (responsible management of ESG) against the ACD’s scoring matrix and which are classified as ‘Sustainable’ or ‘Sustainable Leader’ to reflect the significance of a company’s contribution to the delivery of one or more of the ACD’s themes. The scoring of a company’s Products and Practices are undertaken separately and on a scale of 1 to 5 (1 is best, 5 is worst). The ACD has set thresholds for the achievement of each score (set out below) to ensure analyst scoring is consistent. Further details on the scoring and why a company scoring 3 is considered as sustainable is set out in the Prospectus.


By investing in the Fund, there is a risk that performance may be better or worse than funds not constrained by consideration of a sustainability objective.


The 6 themes are: 

Climate change
Eco-Solutions
Resource Efficiency
Health & Wellbeing
Inclusion
Sustainable Goals
Literature
All Documents
Download
Sustainable Equity Fund
SDR Consumer Facing Disclosure - Sustainable Equity Fund
Aegon Asset Management UK ICVC Prospectus
Supplemental Information Document AAM UK ICVC
Aegon AM UK Sustainability Risks and Impacts Policy
Value statement - Sustainable Equity Fund
TCFD Product Disclosure Report - Sustainable Equity Fund - 31 December 2023
Swing Pricing Q&A UK Funds
Fund managers
Claire Marwick
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.

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. 

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