Aegon AM to adopt SDR ‘Sustainability Focus’ labels for two funds
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Published
January 09, 2025
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Rosin Armit
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Aegon Asset Management is to adopt new ‘Sustainability Focus’ labels under the FCA’s Sustainability Disclosure Requirements (SDR) for two of its funds.

 

The Aegon Sustainable Diversified Growth and Aegon Sustainable Equity Funds intend to adopt the label from the end of March 2025 following shareholder notification. The move underlines Aegon AM’s commitment to helping clients meet both their financial and sustainable objectives.

 

Miranda Beacham, Head of Responsible Investment at Aegon Asset Management UK said: “We are very pleased to see SDR is gathering momentum in providing greater clarity and confidence in the market for our clients and look forward to adopting the new labels for our funds.”

 

Aegon Asset Management has a long history of responsible investment, with its first fund, the Aegon Ethical Equity Fund, launched in 1989.

 

The Aegon Ethical Equity Fund, Aegon Ethical Corporate Bond Fund and Aegon Ethical Cautious Managed Fund will not have UK sustainability investment labels, as they operate exclusionary screens and do not fit within the label categories defined by the FCA. However, they will be in the unlabelled with sustainable characteristics category which will result in disclosures aligned with the labelled funds to ensure transparency.

 

Beacham added: “Our ethical franchise, remaining unlabelled with sustainability characteristics, will continue to be entirely unambiguous in its goals, an attractive proposition to some investors looking to align their values and views on responsible investing.

 

“Indeed, our Ethical Investor Survey, carried out every two years ensures our funds stay aligned both to these goals, and also with societal changes.”

 

The 2024-25 Aegon Ethical Investor Survey can be accessed here: www.aegonam.com/ethicalsurvey2024-25

 

This document is written for use with a professional audience. 

 

Past performance does not predict future returns. Outcomes, including the payment of income, are not guaranteed. 

 

Opinions and/or example trades/securities represent our understanding of markets both current and historical and are used to promote Aegon Asset Management's investment management capabilities: they are not investment recommendations, research or advice. Sources used are deemed reliable by Aegon Asset Management at the time of writing. Please note that this marketing is not prepared in accordance with legal requirements designed to promote the independence of investment research, and is not subject to any prohibition on dealing by Aegon Asset Management or its employees ahead of its publication. 

 

All data is sourced to Aegon Asset Management unless otherwise stated. The document is accurate at the time of writing but is subject to change without notice. Data attributed to a third party (“3rd Party Data”) is proprietary to that third party and/or other suppliers (the “Data Owner”) and is used by Aegon Asset Management under licence.  3rd Party Data: (i) may not be copied or distributed; and (ii) is not warranted to be accurate, complete or timely.  None of the Data Owner, Aegon Asset Management or any other person connected to, or from whom Aegon Asset Management sources, 3rd Party Data is liable for any losses or liabilities arising from use of 3rd Party Data. 

This document is issued by Aegon Asset Management UK plc in the United Kingdom and is issued by Aegon Investment Management B.V. in the European Union and European Economic Area. Aegon Asset Management NL is a trading name of Aegon Investment Management B.V. 

 

Aegon Asset Management UK plc is authorised and regulated by the Financial Conduct Authority. Aegon Investment Management B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. 

 

 

Exp: 17 December 2025

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Author

Roisin Armit
Senior Communications Manager
Roisin Armit, Senior Communications Manager, is a member of the UK marketing and is responsible for UK public relations at Aegon Asset Management. 
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