Aegon Ethical Equity Fund Class B - Income (GBP)
Our view on this Fund
This fund is on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. However, this is not a recommendation to buy.
Please note the fund currently holds shares in Hargreaves Lansdown PLC.
Investing ethically often involves avoiding certain companies or even entire sectors. These constraints mean striking a balance between investing ethically and delivering strong performance is no easy task. We think Audrey Ryan is one of few fund managers who have handled the constraints of an ethical fund well over the long run.
She's been at the helm of the Aegon Ethical Equity Fund for more than two decades and is supported by a stable and well-resourced team. We think this fund could deliver strong returns for long-term investors.
Our view on the sector
Performance Analysis
Investment Philosophy
Process and Portfolio Construction
Manager Track Record Based on HL Quantitative Research
Fund Track Record
12/11/19 to 12/11/20 | 12/11/20 to 12/11/21 | 12/11/21 to 12/11/22 | 12/11/22 to 12/11/23 | 12/11/23 to 12/11/24 | |
---|---|---|---|---|---|
Annual return | 3.09% | 22.62% | -21.20% | -1.44% | 24.40% |
Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.