Ethical Cautious Pn (Scot Eq/Aegon)

SRI Style:

Ethical Style

SDR Labelling:

Product:

Pension

Fund Region:

Fund Asset Type:

Multi Asset

Launch Date:

27/10/2010

Last Amended:

Dialshifter ():

Fund/Portfolio Size:

£74.85m

(as at: 30/09/2025)

ISIN:

GB00B583JW06

Primary fund last amended:

Information directly from fund manager.

Sustainable, Responsible &/or ESG Policy:

Fund objective
This fund aims to outperform the ABI Mixed investments 20-60% Shares sector median, net of fees, by investing in a diversified portfolio of UK equities (company shares), fixed interest securities (bonds), and cash, which meet the fund’s predefined ethical criteria.

(Source: fund factsheet, September 2025)

Literature

Fund factsheet

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Fund Name	SRI Style	SDR Labelling	Product	Region	Asset Type	Launch Date
Ethical Cautious Pn (Scot Eq/Aegon)	Ethical Style	-	Pension	UK	Multi Asset	27/10/2010
					Fund/Portfolio Size: £74.85m (as at: 30/09/2025) ISIN: GB00B583JW06
Information received directly from Fund Manager
Please select what you would like to read: Sustainable, Responsible &/or ESG Policy: Fund objective This fund aims to outperform the ABI Mixed investments 20-60% Shares sector median, net of fees, by investing in a diversified portfolio of UK equities (company shares), fixed interest securities (bonds), and cash, which meet the fund’s predefined ethical criteria. (Source: fund factsheet, September 2025) Literature Fund factsheet