Global Equity Income receives RSMR rating

We’re delighted to share that the Aegon Global Equity Income Fund has been awarded the RSMR Blue Rating, recognising the fund as a leader in the equity income sector.

 

RSMR is a highly regarded investment research and ratings agency, known for its rigorous and independent analysis of the fund universe. Each month, the team evaluates a wide range of funds against strict criteria to determine which ones meet their high standards and merit the prestigious RSMR rating.


Managed by Mark Peden, Douglas Scott and Robin Black, the fund aims to provide premium income and long-term capital appreciation by investing in high-quality, dividend-paying companies.


In June this year, we launched a UK-domiciled version of the Fund.


In its analysis, RSMR said: “The Fund positions itself as a core offering that focuses on quality companies which should lead to outperformance over the long term. This approach results in a fund that can navigate conditions where market leadership is not at the extremes of either deep value or high growth.” 

Mark Ferguson, Head of UK Wholesale, said: “This is a fantastic endorsement of the strength and consistency of our Global Equity Income strategy. The RSMR rating significantly broadens our reach across the UK advisory market and positions us well for future growth. It’s a great achievement for the team and a strong signal to clients of the quality we offer.”


Read the RSMR Aegon Global Equity Income fund page and RSMR August 2025 fund update.

 

 

 

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