Ethical Managed (Flexible Target) Pn range (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:

£21.90m

(as at: 31/12/2025)

ISIN:

GB00BYQ5W115

Primary fund last amended:

Information directly from fund manager.

Sustainable, Responsible &/or ESG Policy:

Fund objective

This fund is aimed at those who want to keep their options open at retirement. It uses a two-stage investment process. In the early years (the growth stage) it aims to grow savings over the long term by investing in a diversified portfolio of UK equities (shares of companies), fixed interest securities (bonds), and cash, which meet the fund’s predefined ethical criteria. Its ethical criteria means the fund may have a bias towards small and medium sized companies. In the six years before your target retirement year (the flexible target stage), we’ll progressively move you into less risky investments. We’ll also move part of your investment into cash in the final two years to cater for your maximum tax-free cash entitlement, currently 25% of your pension pot. We review our workplace target funds regularly and may change them if we believe it’s in the best interests of investors.

(Source: Factsheet, September 2025)

Literature

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Fund Name	SRI Style	SDR Labelling	Product	Region	Asset Type	Launch Date
Ethical Managed (Flexible Target) Pn range (Scot Eq/Aegon)	Ethical Style	-	Pension	Global	Multi Asset	27/01/2016
					Fund/Portfolio Size: £21.90m (as at: 31/12/2025) ISIN: GB00BYQ5W115
Information received directly from Fund Manager
Please select what you would like to read: Sustainable, Responsible &/or ESG Policy: Fund objective This fund is aimed at those who want to keep their options open at retirement. It uses a two-stage investment process. In the early years (the growth stage) it aims to grow savings over the long term by investing in a diversified portfolio of UK equities (shares of companies), fixed interest securities (bonds), and cash, which meet the fund’s predefined ethical criteria. Its ethical criteria means the fund may have a bias towards small and medium sized companies. In the six years before your target retirement year (the flexible target stage), we’ll progressively move you into less risky investments. We’ll also move part of your investment into cash in the final two years to cater for your maximum tax-free cash entitlement, currently 25% of your pension pot. We review our workplace target funds regularly and may change them if we believe it’s in the best interests of investors. (Source: Factsheet, September 2025) Literature Fund factsheet Aegon website