Aegon Sustainable Diversified Growth Fund GBP A Acc (0P0000RTJO.L)
LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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Aegon Sustainable Diversified Growth Fund GBP A Acc
3 Lochside Crescent
Management Information
Colin Dryburgh,Lead Manager since July 21, 2014
Colin Dryburgh is an investment manager in our Multi-asset team. He joined us in 2012 and previously worked for Aviva Investors, where he was a European equity analyst. Prior to that, Colin worked for Brewin Dolphin and Abbey National Asset Managers in investment management and analysis roles. He has a degree in Mathematics with Economics from the University of Strathclyde.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryGBP Flexible Allocation
Fund FamilyAegon Asset Management UK PLC
Net Assets587.9M
YTD Return1.57%
Yield1.03%
Morningstar Rating★★★
Inception DateNov 15, 2010
Fund Operations
Last Dividend0.00
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A
Fees & Expenses
Expense0P0000RTJO.LCategory Average
Annual Report Expense Ratio (net)0.00%0.00%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales Load2.50%N/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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