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Aegon Global Sustainable Equity B

Bestinvest LogoA global sustainable equity fund, with a growth bias.

PRICE (INC)

2468.86p

PRICE (ACC)

2468.86p

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.75%

ONGOING CHARGE

0.89%

YIELD

0%

1 YEAR
-23.60%

Prices as at 16 Aug 2022.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

The fund aims to maximise total return (income plus capital) by investing in a diversified portfolio of global equities, which meets the fund’s predefined Environmental, Social, Governance, and fundamental investment criteria. The portfolio is fairly concentrated, with the manager screening and ranking all stocks based on their sustainability criteria. Stocks are listed as either sustainable leaders or improvers, and the manager has a bias towards improvers for potential alpha generation.

Fund summary

SectorGlobal
StructureOFFSHORE FUND
LaunchedApril 2016
Size£330m
Yield0%
Charging BasisIncome
Dividends paidAcc units only

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.75%
Ongoing Charges Figure0.89%

Investment Process

The five stage investment process seeks to identify undiscovered sustainability improvement and undiscovered growth from a global universe of approximately 4000 stocks. The five stages: 1) Aegon global equity screen - looking for financially strong companies with strong cash flows and technical advantages, 2) Product exclusion screen - tobacco, gambling, weapons, nuclear, pornography, 3) Sustainability analysis - products, practices and improvement resulting in a rank of leaders, improvers or laggards, 4) Fundamental Valuation Technical analysis of Leaders and Improvers, 5) Portfolio construction - concentrated 35-45 stocks, without explicit regional or country limits and an aim to maintain a high level of active share (+90%) and stock specific risk (>70%).

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning