Aegon Global Equity Income Fund achieves FundCalibre Elite rating
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Published
April 30, 2026
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5 mins
Author
Rosin Armit
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The Aegon Global Equity Income Fund has been awarded the prestigious FundCalibre Elite rating, adding to Aegon Asset Management’s impressive tally of funds achieving the status.* The news also adds to the fund’s own external recognition, after it recently attained the ‘Rated Fund’ designation from RSMR and was shortlisted for the ‘Global Equity Income’ award at the Investment Week Fund Manager of the Year Awards.

 

FundCalibre uses a rigorous four stage process to whittle down over three thousand funds to around 200 which are awarded the rating. The first involves screening those managers which show a high probability of continuing to deliver alpha over the next 12 months. This is followed by comprehensive qualitative analysis and detailed meetings with the fund’s management team, after which all research is subject to internal peer review by the FundCalibre team.

 

To find out more read the FundCalibre Spring ratings announcement and the Aegon Global Equity Income profile for their assessment of the fund.  

 

Mark Ferguson, Head of UK Wholesale at Aegon Asset Management said: “Consistency of performance was a key factor in securing the FundCalibre rating, recognising the team’s focus on delivering for clients by investing in a high‑conviction global equity portfolio.”

 

Co-managed by Mark Peden, Douglas Scott and Robin Black the Aegon Global Equity Income Fund has delivered 13 consecutive years of above median performance versus the IA peer group - every year since the fund’s launch in 2012. Further, the strategy’s AUM surpassed $2bn in September 2025.

 

On performance, Mark Peden (pictured) added: “Market dynamics during recent volatility have been interesting to say the least; it’s not been the usual playbook for a risk off environment as traditional defensives like staples and healthcare have underperformed, whilst technology has performed well. Given our positioning, this has worked well for us.

 

“More broadly, this continues to be a fantastic environment for dividends. Last year, the average dividend increase across the portfolio was 8.7% - well ahead of inflation – with contributions coming from a wide range of sectors and regions. Highlights included: TSMC (+29%), Tencent (+32%), JPMorgan (+18%), Iberdrola (+15%) and Cummins (+10%).”

 

Find out more about the Aegon Global Equity Income Fund.

 

Details of the UK domiciled version of the strategy – the Aegon Global Income Fund - launched in June 2025, can also be viewed here.

 

*The Aegon Strategic Bond, High Yield Bond and Diversified Monthly Income Funds also hold FundCalibre Elite ratings.

 

Calendar year performance (%)

 

2025

2024

2023

2022

2021

2020

2019

2018

2017

2016

2015

Aegon Global Equity Income Fund       C GBP Inc

14.26

16.38

12.09

-0.93

22.20

9.35

21.66

-5.37

12.78

22.73

10.06

MSCI AC World index GBP

14.41

20.13

15.88

-7.62

20.14

13.22

22.38

-3.27

13.84

29.40

3.84

IA Global Equity Income sector median**

12.50

11.39

10.75

-4.06

19.47

1.21

15.63

-8.41

11.29

16.53

4.03

Source: Lipper as at 31 December 2025. NAV to NAV, noon prices, income reinvested, net of ongoing charges, excluding entry or exit charges. Performance for the C Inc GBP share class. The performance benchmark is the MSCI All Countries World Index GBP. Benchmark and sector source: Lipper. Note: index benchmarks have close of day prices.

 

**The Aegon Global Equity Income Fund C Inc GBP share class is included in the Investment Association Global Equity Income sector. Investors are invited to compare the Fund’s performance against the performance of other funds within this Sector. Comparison of the Fund against this Sector will give investors an indication of how the Fund is performing compared with Funds investing in a similar but not identical investment universe. The comparison should be performed over at least a 7 year period to provide the most useful long term comparison. Inception 30 September 2013.

 

Investment policy

The Fund shall directly invest at least 80% of the Net Asset Value of the Fund in equity securities, with the objective of providing a yield higher than that of the overall global equity market. It is actively managed and focuses on businesses with strong cash generation, attractive dividends, and long-term growth potential. The Fund promotes environmental and social characteristics under SFDR Article 8. This is achieved through the exclusion of investments which the Investment Manager considers to have a negative impact on society and/or the environment, as well as an aim to have greater exposure than the index to stocks with the highest categories of ESG ratings from MSCI.

 

Risks

The main risks of the fund are: other markets, concentration risk, foreign exchange risk and fund charges.

 

To help you understand this fund and for a full explanation of risks and the overall risk profile of this fund and the share classes within it, please refer to the Key Investor Information Documents and Prospectus, which are available on our website www.aegonam.com.

 

 

Important information

For Professional Investors only and not to be distributed to or relied upon by retail clients.

 

This is a marketing communication. Please refer to the following legal documents of the UCITS before making any final investment decisions. For UK investors: This product is based overseas (Ireland) and is not subject to UK sustainable investment labelling and disclosure requirements. Please read the Key Investor Information, Prospectus, Supplementary Information Document and Application  Form carefully. Consider getting financial advice if you need help to understand the investment and both the risks and opportunities involved. This product is authorised overseas but not in the United Kingdom and the Financial Ombudsman Service is unlikely to be able to consider complaints related to the product, its operator or depositary. Any claims for losses relating to the operator or depositary of this product are unlikely to be covered under the Financial Services Compensation Scheme. For EU investors: please refer to the Prospectus and the PRIIPs KID. The relevant documents can be found at aegonam.com. The principal risk of this product is the loss of capital.

 

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

 

All investments contain risk and may lose value. Responsible investing is qualitative and subjective by nature, and there is no guarantee that the criteria utilized, or judgement exercised, by any company of Aegon Asset Management will reflect the beliefs or values of any one particular investor. Responsible investing norms differ by region. There is no assurance that the responsible investing strategy and techniques employed will be successful. Investors should consult their investment professional prior to making an investment decision.

 

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.

 

Fund Charges are taken from capital, increasing distributions but constraining capital growth.

 

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 license.  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.

 

Aegon Asset Management Investment Company (Ireland) Plc (AAMICI) is an umbrella type open-ended investment company which is authorised and regulated by the Central Bank of Ireland. Aegon Investment Management B.V (Aegon AM NL) is the appointed management company. Aegon AM NL (Chamber of Commerce number: 27075825) is registered with and supervised by the Dutch Authority for Financial Markets (AFM). Aegon AM NL's German branch markets AAMICI in Germany, Austria and Switzerland, is registered with and supervised by the AFM and supervised by BaFin in Germany. Aegon AM NL’s branch in Spain markets AAMICI in Spain, Italy and Switzerland. Aegon AM NL's Spanish branch is registered with and supervised by the AFM and is supervised by the CNMV in Spain. For Switzerland, AAMICI is a UCITS which is authorised for distribution by FINMA as a Foreign Collective Investment Scheme. The Disclosures are available from www.aegonam.com or from the Representative and Paying Agent in Switzerland, CACEIS (SA) Switzerland, Chemin de Precossy 7-9, CH-1260 Nyon / VD, Suisse, Phone: +41 22 360 94 00, Fax: +41 22 360 94 60.

 

Aegon AM UK markets AAMICI in the UK and otherwise outside of the EEA. Aegon Asset Management UK plc (Aegon AM UK) is authorised and regulated by the Financial Conduct Authority.

 

Please note that not all sub-funds and share classes may be available in each jurisdiction. This content is marketing and does not constitute an offer or solicitation to buy any fund(s) mentioned. No promotion or offer is intended other than where the fund(s) is/are authorized for distribution.

 

Please visit https://www.aegonam.com/en/contact/ for an English summary of investor rights and more information on access to collective redress mechanisms.

 

AdTrax: 8896321.1.  | Exp Date: 30 April 2027

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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