Aegon Interim Retirement (Ethical Target) 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:
£0.40m
(as at: 30/09/2025)
ISIN:
GB00BZ164W18
Primary fund last amended:
Information directly from fund manager.
Sustainable, Responsible &/or ESG Policy:
Fund objective
This fund is designed for investors in the Ethical Managed (Flexible Target) fund who have reached their target retirement year, but haven’t yet taken their benefits as
planned. In their target retirement year investors are automatically transferred into this interim 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) that meet the fund’s pre-defined ethical criteria. Its ethical criteria means the fund may have a bias towards small- and medium-sized companies. This fund is designed as a short-to-medium term investment.
(Source: Factsheet, September 2025)
Literature
| Fund Name | SRI Style | SDR Labelling | Product | Region | Asset Type | Launch Date | Last Amended |
|
|---|---|---|---|---|---|---|---|---|
Aegon Interim Retirement (Ethical Target) Pn (Scot Eq/Aegon) |
Ethical Style | - | Pension | Global | Multi Asset | 27/01/2016 | ||
|
Fund/Portfolio Size: £0.40m (as at: 30/09/2025) ISIN: GB00BZ164W18 |
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Information received directly from Fund Manager |
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Sustainable, Responsible &/or ESG Policy:Fund objective This fund is designed for investors in the Ethical Managed (Flexible Target) fund who have reached their target retirement year, but haven’t yet taken their benefits as (Source: Factsheet, September 2025) Literature |
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