A global sustainable equity fund, with a growth bias.
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.
|Dividends paid||Acc units only|
|Standard Initial Charge||0%|
|Initial Charge Via BestInvest||0%|
|Additional Bid/Offer Spread||0%|
|Annual Management Charge||0.75%|
|Ongoing Charges Figure||0.89%|
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%).
Past performance is not a guide to future performance. View full risk warning