Scot Equitable Ethical Managed 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:

£101.70m

(as at: 30/09/2025)

ISIN:

GB00B7L4PP96

Primary fund last amended:

Information directly from fund manager.

Sustainable, Responsible &/or ESG Policy:

Fund objective

This fund aims to provide a combination of income and long-term capital growth 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. To achieve this, the fund invests 50% in our Ethical fund and 50% in our Ethical Cautious fund. The application of our ethical criteria means the fund may have a bias towards small and medium sized companies. The fund’s exposure to equities will be limited to a maximum of 85% of the fund’s value at all times.

(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 Pn (Scot Eq/Aegon)	Ethical Style	-	Pension	Global	Multi Asset	03/10/2012
					Fund/Portfolio Size: £101.70m (as at: 30/09/2025) ISIN: GB00B7L4PP96
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 provide a combination of income and long-term capital growth 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. To achieve this, the fund invests 50% in our Ethical fund and 50% in our Ethical Cautious fund. The application of our ethical criteria means the fund may have a bias towards small and medium sized companies. The fund’s exposure to equities will be limited to a maximum of 85% of the fund’s value at all times. (Source: Fund factsheet, as at December 2025) Literature Fund factsheet