Ethical Cautious (Scot Eq/Aegon)

SRI Style:

Ethical Style

SDR Labelling:

Product:

Life

Fund Region:

Global

Fund Asset Type:

Multi Asset

Launch Date:

01/09/1998

Last Amended:

Dialshifter ():

Fund/Portfolio Size:

£26.90m

(as at: 30/09/2025)

ISIN:

GB0004321088, GB00B3CLN797

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 predefin edethical criteria.

(Source: Factsheet, as at January 2026)

Literature

Fund factsheet

Back to funds Back to funds Create Client Report PDF

Fund Name	SRI Style	SDR Labelling	Product	Region	Asset Type	Launch Date
Ethical Cautious (Scot Eq/Aegon)	Ethical Style	-	Life	Global	Multi Asset	01/09/1998
					Fund/Portfolio Size: £26.90m (as at: 30/09/2025) ISIN: GB0004321088, GB00B3CLN797
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 predefin edethical criteria. (Source: Factsheet, as at January 2026) Literature Fund factsheet