Find a Financial AdviserFund EcoMarket AppSRI Stylefinder ToolNewsletter Sign up
Back to funds
Create Client Report PDF

Aegon Ethical Lifestyle ARC Pn (Scot Eq/Aegon)

SRI Style:

Ethical Style

SDR Labelling:

-

Product:

Pension

Fund Region:

UK

Fund Asset Type:

Equity

Launch Date:

26/05/2016

Last Amended:

Dialshifter ():

Fund Size:

£37.80m

(as at: 30/09/2021)

ISIN:

GB00BYZX4K99, GB00BYZX4Q51, GB00BYZX4R68, GB00BYZX4S75, GB00BYZX4T82

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 fund, which aims to maximise its total return (the combination of income plus capital growth) by investing in equities (shares) and equity type securities of companies based in the UK, mainly conducting business in the UK or listed on the UK stockmarket, 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 Long Gilt 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: Aegon/Scottish Equitable Factsheet, 30 September 2021)

Back to funds Back to funds Create Client Report PDF
Fund Name SRI Style SDR Labelling Product Region Asset Type Launch Date Last Amended

Aegon Ethical Lifestyle ARC Pn (Scot Eq/Aegon)

 Ethical Style - Pension UK Equity 26/05/2016

Fund Size: £37.80m

(as at: 30/09/2021)

ISIN: GB00BYZX4K99, GB00BYZX4Q51, GB00BYZX4R68, GB00BYZX4S75, GB00BYZX4T82

Sustainable, Responsible &/or ESG Overview

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 fund, which aims to maximise its total return (the combination of income plus capital growth) by investing in equities (shares) and equity type securities of companies based in the UK, mainly conducting business in the UK or listed on the UK stockmarket, 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 Long Gilt 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: Aegon/Scottish Equitable Factsheet, 30 September 2021)