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Aegon UK Equity Income Class B - Income (GBP)

Sell:175.11p Buy:175.11p Change: 0.99p (0.56%)
Prices as at 24 September 2021
Sell:175.11p
Buy:175.11p
Change: 0.99p (0.56%)
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 24 September 2021
Sell:175.11p
Buy:175.11p
Change: 0.99p (0.56%)
Prices as at 24 September 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

Equity income funds are popular with investors. Most aim to generate a rising income, and increase the value of your original investment, over the long term. The income can be paid out, or reinvested in the fund to boost long-term growth. Different fund managers take different approaches to income investing. Some focus on larger companies that are seen to be more stable and have paid regular dividends for many years. Others invest in higher-risk small and medium-sized companies. These might pay a lower income to start with, but have more growth potential. We think carefully chosen equity income funds can form the cornerstone of almost any portfolio.

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

24/09/16 to 24/09/17 24/09/17 to 24/09/18 24/09/18 to 24/09/19 24/09/19 to 24/09/20 24/09/20 to 24/09/21
Annual return 7.77% 3.60% 0.73% -16.17% 31.11%

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: Iain Wells
Manager start date: 30 June 2009
Manager located in: Edinburgh

Iain Wells is an investment manager in the UK Equities team with responsibility for managing several equity income funds, including the Kames UK Equity Income Fund. In addition, Iain has analysis duties for the insurance, general retail, engineering, utilities and paper & packaging sectors. He joined us in 1996 from Edinburgh Fund Managers where he was an investment manager and, prior to that, worked for Dunedin Fund Managers on the Asian equities desk. Iain studied Business Studies and Accounting at the University of Edinburgh and has an MBA.

manager photo
Manager Name: Douglas Scott
Manager start date: 30 June 2009
Manager located in: Edinburgh

Douglas Scott is an investment manager in the UK Equities team with responsibility for managing several equity income funds, including the Kames Global Equity Income Fund and Kames UK Equity Income Fund. In addition, Douglas has analysis duties for the tobacco, real estate, telecoms, beverages and oil services sectors. He joined us in 2003 from Investec where he was a stockbroker specialising in the telecoms sector and, prior to that, worked for TRW and Abbey National in their UK equity teams. Douglas has a 1st Class Honours degree in Aeronautical Engineering from the University of Glasgow, a Diploma in Actuarial Science from the Heriot-Watt University.

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