Aegon Interim Retirement (Ethical Target) ARC Pn (Scot Eq/Aegon)
SRI Style:
Ethical Style
SDR Labelling:
-
Product:
Pension
Fund Region:
Global
Fund Asset Type:
Multi Asset
Launch Date:
27/01/2016
Last Amended:
Dialshifter (
):
Fund/Portfolio Size:
£316.80m
(as at: 30/09/2025)
ISIN:
GB00BZ164Z49, GB00BZ165063
Primary fund last amended:
Information directly from fund manager.
Sustainable, Responsible &/or ESG Policy:
Fund objective
This fund is designed for those invested in a Flexible Target fund who have reached their target retirement year, but haven’t yet taken their pension benefits. In their target retirement year, they will automatically be transferred into this fund. While investors decide how they want to take a retirement income, it aims to keep risk low and make sure they’re not reliant on the success of just one investment type. It does this by investing in a mix of investments (company shares, bonds and cash) and countries. It’s designed to track the markets it invests in, so performance should be similar to those markets. This fund is designed as a short-to-medium term investment.
(Source: Fund factsheet, September 2025)
Literature
| Fund Name | SRI Style | SDR Labelling | Product | Region | Asset Type | Launch Date | Last Amended |
|
|---|---|---|---|---|---|---|---|---|
Aegon Interim Retirement (Ethical Target) ARC Pn (Scot Eq/Aegon) |
Ethical Style | - | Pension | Global | Multi Asset | 27/01/2016 | ||
|
Fund/Portfolio Size: £316.80m (as at: 30/09/2025) ISIN: GB00BZ164Z49, GB00BZ165063 |
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Information received directly from Fund Manager |
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Please select what you would like to read:
Sustainable, Responsible &/or ESG Policy:Fund objective This fund is designed for those invested in a Flexible Target fund who have reached their target retirement year, but haven’t yet taken their pension benefits. In their target retirement year, they will automatically be transferred into this fund. While investors decide how they want to take a retirement income, it aims to keep risk low and make sure they’re not reliant on the success of just one investment type. It does this by investing in a mix of investments (company shares, bonds and cash) and countries. It’s designed to track the markets it invests in, so performance should be similar to those markets. This fund is designed as a short-to-medium term investment. (Source: Fund factsheet, September 2025)
Literature |
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