Scot Equitable Ethical Managed Lifestyle Pn (Scot Eq/Aegon)

SRI Style:

Ethical Style

SDR Labelling:

Product:

Pension

Fund Region:

Global

Fund Asset Type:

Multi Asset

Launch Date:

03/10/2012

Last Amended:

Dialshifter ():

Fund/Portfolio Size:

£59.90m

(as at: 30/12/2025)

ISIN:

GB00B8K3PM17

Primary fund last amended:

Information directly from fund manager.

Sustainable, Responsible &/or ESG Policy:

Fund objective

This fund uses a two-stage investment process called lifestyling. In the early years (the growth stage) it invests wholly in the Ethical Managed fund which aims to provide a combination of income and long-term capital growth by investing in a diversified portfolio of UK equities (shares in companies), fixed interest securities (bonds), and cash, which meet the fund’s predefined ethical criteria. Six years before the start of your target retirement year (the lifestyle stage), we’ll progressively start switching your investment into our Annuity Target fund and (in the final year) Cash fund, with the aim of giving you more certainty about the level of annuity you’ll be able to buy when you retire and to cater for your maximum tax-free cash entitlement, currently 25% of your pension pot. We review our lifestyle funds from time to time and may change how they work if we believe this to be in the best interests of investors.

(Source: Fund factsheet, as at December 2025)

Literature

Fund factsheet

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Fund Name	SRI Style	SDR Labelling	Product	Region	Asset Type	Launch Date
Scot Equitable Ethical Managed Lifestyle Pn (Scot Eq/Aegon)	Ethical Style	-	Pension	Global	Multi Asset	03/10/2012
					Fund/Portfolio Size: £59.90m (as at: 30/12/2025) ISIN: GB00B8K3PM17
Information received directly from Fund Manager
Please select what you would like to read: Sustainable, Responsible &/or ESG Policy: Fund objective This fund uses a two-stage investment process called lifestyling. In the early years (the growth stage) it invests wholly in the Ethical Managed fund which aims to provide a combination of income and long-term capital growth by investing in a diversified portfolio of UK equities (shares in companies), fixed interest securities (bonds), and cash, which meet the fund’s predefined ethical criteria. Six years before the start of your target retirement year (the lifestyle stage), we’ll progressively start switching your investment into our Annuity Target fund and (in the final year) Cash fund, with the aim of giving you more certainty about the level of annuity you’ll be able to buy when you retire and to cater for your maximum tax-free cash entitlement, currently 25% of your pension pot. We review our lifestyle funds from time to time and may change how they work if we believe this to be in the best interests of investors. (Source: Fund factsheet, as at December 2025) Literature Fund factsheet