WebApr 11, 2024 · The Ethical Cautious Managed Fund stands out from the rest of the market thanks to Aegon's green client-led exclusions at its core. Our Fund is managed by … WebFund Overview. Category GBP Cautious Allocation. Fund Family AEGON Ireland. Net Assets N/A. YTD Return 2.49%. Yield 0.00%. Morningstar Rating N/A1. Inception Date Jun 12, 2011.
Aegon Cautious Core Lifestyle Portfolio 2025 Pn (ARC)
WebDec 2, 2024 · The Aegon Core portfolios are focused on costs, specifically keeping costs to a minimum, as opposed to the Select portfolios which prioritise performance. To keep the costs low, the 7 Aegon Core portfolios are made up entirely of low-cost passive funds, with the total annual charge for these portfolios ranging between 0.21% and 0.26%. WebOct 12, 2024 · This is a lifestyle fund. In the early years (the growth stage) it invests in the Cautious Core Portfolio, which aims to provide long-term capital growth while keeping risk in a target volatility range of 5.5-9.5% over a market … naval families federation jobs
Cautious Core Portfolio - Aegon UK
WebOur six Risk-Managed Portfolios each offer a complete investment solution in a single fund. Because they are OEICs, you can use them for pension, ISA and GIA clients. They use mainly passive components to create value-focussed, risk-targeted portfolios that are closely aligned to client needs. WebIn the early years (the growth stage) it invests in the Cautious Core Portfolio, which aims to provide long-term capital growth while keeping risk in a target volatility range of 5.25 … WebFund provider Aegon/Scottish Equitable plc Fund launch date 22 Nov 2016 Benchmark LIBOR GBP 1 Month + 3% Total charge* 0.90% Aegon fund size £1.72m ABI sector ABI Mixed Investment 0-35% Shares Fund type Pension ISIN GB00BD3VFQ14 SEDOL BD3VFQ1 Aegon mnemonic C7C CitiCode NH9Q *This includes a standard 1% product … markel lawyers professional liability