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Aegon Ethical Cautious Managed Fund GBP B Inc (0P0000YUJ3.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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121.39-0.39 (-0.32%)
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Aegon Ethical Cautious Managed Fund GBP B Inc

3 Lochside Crescent

+353 1 622 4493
Management information
,Lead manager since 1 March 2007
Audrey Ryan is an investment manager in the Equities team with responsibility for managing several funds. In addition, Audrey has analysis duties for the travel & leisure sector and is a small-cap specialist. She joined the industry in 1995 and us in 1997 from General Accident where she was a UK small companies portfolio manager. Audrey studied Accounting at Napier University, is a qualified chartered accountant and has an MSc in Investment Analysis.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryN/A
Fund familyAegon Asset Management UK PLC
Net assets209.45M
YTD return-0.33%
Yield2.37%
Morningstar rating★★
Inception date14 May 2013

Fund operations

Last dividendN/A
Last cap gainN/A
Holdings turnover34.07%
Average for categoryN/A

Fees and expenses

Expense0P0000YUJ3.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A