Ethical Pn (Scot Eq/Aegon)

SRI Style:

Ethical Style

SDR Labelling:

Product:

Pension

Fund Region:

Fund Asset Type:

Equity

Launch Date:

01/04/1988

Last Amended:

Dialshifter ():

Fund/Portfolio Size:

£578.25m

(as at: 30/09/2025)

ISIN:

GB0007845422, GB0030537996, GB0030399041, GB00B3FG2X03

Primary fund last amended:

Information directly from fund manager.

Sustainable, Responsible &/or ESG Policy:

Fund objective

The fund aims to provide long-term capital growth by investment in equities (shares) and equity type securities of companies based in the UK, mainly conducting business in the UK or listed on the UK stock market, which meet the fund's predefined ethical criteria. The application of its ethical criteria means the fund may have a bias towards small and medium-sized companies.

(Source: Fund factsheet, September 2025)

Literature

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Fund Name	SRI Style	SDR Labelling	Product	Region	Asset Type	Launch Date
Ethical Pn (Scot Eq/Aegon)	Ethical Style	-	Pension	UK	Equity	01/04/1988
					Fund/Portfolio Size: £578.25m (as at: 30/09/2025) ISIN: GB0007845422, GB0030537996, GB0030399041, GB00B3FG2X03
Information received directly from Fund Manager
Please select what you would like to read: Sustainable, Responsible &/or ESG Policy: Fund objective The fund aims to provide long-term capital growth by investment in equities (shares) and equity type securities of companies based in the UK, mainly conducting business in the UK or listed on the UK stock market, which meet the fund's predefined ethical criteria. The application of its ethical criteria means the fund may have a bias towards small and medium-sized companies. (Source: Fund factsheet, September 2025) Literature Fund factsheet Aegon website