Aegon Ethical Cautious Managed Fund
A sub fund of Aegon Asset Management UK ICVC
B Acc GBP
ISIN: GB00B7V2CD05
SEDOL: B7V2CD0
Fund description

This fund invests in a mix of ethical stocks and bonds to provide income and growth. It combines holdings from our Ethical Equity and Ethical Corporate Bond funds. The fund excludes certain investments based on ethical criteria and focuses on companies with strong environmental, social and governance practices. 

 


Fund changes from 16 February 2024

Please note that some changes to this fund took place on 16 February 2024. A summary of the changes is below but you will find full details in the Investor Notice which was issued to shareholders on 22 December 2023.

  • Updates to the ethical screening criteria - This requires no change to the holdings currently in the funds and reflects the latest list of ethical screening criteria.


A copy of the shareholder notice can be found HERE

 

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

Key documents
Factsheet
KIID/KID
TCFD report
Literature
All Documents
Download
Factsheet_Aegon Ethical Cautious Managed Fund B Acc.pdf
Investor letter - Fund changes - 22 December 2023
Ethical Cautious Managed - Approach
Value statement - Ethical Cautious Managed Fund
Aegon Asset Management UK ICVC Prospectus
Supplemental Information Document AAM UK ICVC
Aegon AM UK Sustainability Risks and Impacts Policy
TCFD Product Disclosure Report - Ethical Cautious Managed Fund - 31 December 2023
Fund managers
Audrey Ryan
Investment Manager

Audrey Ryan, investment manager, is a member of the equities team and is responsible for managing various strategies. 

Euan McNeil
Portfolio Manager

Euan McNeil, portfolio manager, is a member of the investment grade portfolio management team. He co-manages the investment grade and ethical corporate bond OEICS, as well as the global investment grade bond strategy. Euan also co-manages several institutional portfolios. 

Disclaimer