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Aegon Investment Grade Bond Class B - Accumulation (GBP)

Sell:217.26p Buy:217.26p Change: 0.067p (0.03%)
Prices as at 15 January 2021
Sell:217.26p
Buy:217.26p
Change: 0.067p (0.03%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 15 January 2021
Sell:217.26p
Buy:217.26p
Change: 0.067p (0.03%)
Prices as at 15 January 2021
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Funds in this sector invest mainly in 'investment grade bonds'. These are issued by companies that are more likely to be able to repay their debts to bondholders. As such, they tend to offer lower yields than bonds issued by companies that are less likely to be able to pay off their debts. Corporate bonds have generally performed well since the 2008 financial crisis. With interest rates on cash so low, they've appealed to income investors. This has pushed up bond prices, but means their yields have also fallen. Some suggest there is now less value in this area of the market. We think that with interest rates likely to stay lower for longer, a corporate bond fund could be a good addition to a diversified portfolio invested to generate income.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

15/01/16 to 15/01/17 15/01/17 to 15/01/18 15/01/18 to 15/01/19 15/01/19 to 15/01/20 15/01/20 to 15/01/21
Annual return 8.23% 7.03% -3.65% 11.24% 6.22%

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.

Fund Management Group Comment

Aegon Asset Management is a large global investment manager which runs fixed income, equity, property and multi-asset funds for a clients based across Europe, the Americas and Asia. Aegon has a rich heritage of responsible investing. Over 30 years they've built a comprehensive approach which involves considering the environmental, social and governance (ESG) risks of the companies they invest in and engaging with those companies to drive better outcomes for investors.

Information about the fund

Fund manager biography

manager photo
Manager Name: Rory Sandilands
Manager start date: 30 August 2019
Manager located in: Edinburgh

is an investment manager within the Fixed Income team, who co-manages the Kames Sterling Corporate Bond Fund and assists in the managing the Absolute Return funds. Previously, Rory was a vice president in credit sales at Goldman Sachs. In addition, he has also worked in credit sales for Morgan Stanley and in fixed income sales for Merrill Lynch. Rory holds an honours degree in Law with Accountancy from the University of Edinburgh.

manager photo
Manager Name: Euan McNeil
Manager start date: 1 November 2009
Manager located in: Edinburgh

Euan McNeil is an investment manager in the Fixed Income team. He specialises in investment grade credit and co-manages two investment grade bond funds as well as several institutional portfolios. Euan joined us in 2003 from Britannic Asset Management, where he worked in the corporate bond team. Prior to that, he was an international equities manager at Blairlogie Capital Management. Euan studied International Business and French at the University of Strathclyde and has an MSc in Investment Analysis from the University of Stirling.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account