Aegon Schroder Sustainable Multi-Factor Equity (BLK) Pn
SRI Style:
Sustainability Tilt
SDR Labelling:
-
Product:
Pension
Fund Region:
Global
Fund Asset Type:
Equity
Launch Date:
26/09/2019
Last Amended:
Dialshifter (
):
Fund/Portfolio Size:
£27.00m
(as at: 30/09/2025)
ISIN:
GB00BK3KLG99
Primary fund last amended:
Information directly from fund manager.
Sustainable, Responsible &/or ESG Policy:
Fund objective
The fund aims to provide capital growth in excess of the MSCI All Countries World (Net Total Return) index (after charges) over any 3 to 5 year period by investing at least 80% of its assets in equities and equity related securities of companies worldwide with at least 70% classed as sustainable, based on the fund manager's sustainability criteria.
(Source: Fund factsheet, September 2025)
Literature
| Fund Name | SRI Style | SDR Labelling | Product | Region | Asset Type | Launch Date | Last Amended |
|
|---|---|---|---|---|---|---|---|---|
Aegon Schroder Sustainable Multi-Factor Equity (BLK) Pn |
Sustainability Tilt | - | Pension | Global | Equity | 26/09/2019 | ||
|
Fund/Portfolio Size: £27.00m (as at: 30/09/2025) ISIN: GB00BK3KLG99 |
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Information received directly from Fund Manager |
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Sustainable, Responsible &/or ESG Policy:Fund objective The fund aims to provide capital growth in excess of the MSCI All Countries World (Net Total Return) index (after charges) over any 3 to 5 year period by investing at least 80% of its assets in equities and equity related securities of companies worldwide with at least 70% classed as sustainable, based on the fund manager's sustainability criteria. (Source: Fund factsheet, September 2025) Literature |
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