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Fund updates

Fund updates for advisers

Aegon revolutionises £12 billion UBC fund to include private markets and enhanced ESG integration

Aegon revolutionises £12 billion workplace default fund to include private markets and enhanced ESG integration

  • Published: 20 June 2024
  • Effective Date: 20 June 2024

Closure of the Scottish Equitable Schroder UK Smaller Companies fund

This update affects our insured Pension, Life and Aegon Retirement Choices (ARC) fund ranges

  • Published: 18 March 2025
  • Effective Date: 27 May 2025

Name change for the Aegon HSBC Developed World Sustainable Equity (ARC) fund and the Aegon HSBC Developed World Sustainable Equity Index (BLK) fund

This update affects our Aegon Retirement Choices (ARC), and TargetPlan fund ranges.

  • Published: 18 March 2025
  • Effective Date: 31 March 2025

Closure of the Aegon Janus Henderson UK Smaller Companies fund

This update affects our insured Pension and Aegon Retirement Choices (ARC) fund ranges.

  • Published: 18 March 2025
  • Effective Date: 27 May 2025

Closure of the Aegon Jupiter UK Smaller Companies fund

This update affects our insured Pension and Aegon Retirement Choices (ARC) fund ranges.

  • Published: 18 March 2025
  • Effective Date: 27 May 2025

Update to the benchmark of the Aegon Developed Markets Equity Tracker (AMT) fund

This update affects our Aegon Master Trust (AMT) fund range.

  • Published: 12 March 2025
  • Effective Date: 31 December 2024

Charge updates for the Scottish Equitable JPMorgan US Equity Income fund, the Scottish Equitable JPMorgan Global (ex-UK) Bond fund, and the North American Equity Select Portfolio fund

This update affects our insured Pension, and Aegon Retirement Choices (ARC) fund ranges.

  • Published: 7 March 2025
  • Effective Date: 18 February 2025

Changes to the Aegon abrdn Global Sustainable and Responsible Investment Equity fund

This update affects our insured Pension and Aegon Retirement Choices (ARC), fund ranges.

  • Published: 28 February 2025
  • Effective Date: 31 March 2025

Closure of the Scottish Equitable JPMorgan Global exUK Bond fund

This update affects our insured Pension and Aegon Retirement Choices (ARC) fund ranges.

  • Published: 27 February 2025
  • Effective Date: 8 May 2025

Closure of the Aegon CT Global Bond fund

This update affects our insured Pension and Aegon Retirement Choices (ARC) fund ranges.

  • Published: 27 February 2025
  • Effective Date: 8 May 2025

Closure of the Aegon CT UK (AOR) fund

This update affects our One Retirement (AOR) fund range.

  • Published: 11 February 2025
  • Effective Date: 24 April 2025