From 31 December 2024, we updated the benchmark for the Aegon Developed Markets Equity Tracker (AMT) fund, backdated to the fund’s start date of 14 December 2022.
Nothing else about the fund changed because of this.
The change in more detail
Previously, the fund factsheet showed the benchmark name and performance for the FTSE All World Developed ex UK Net of Tax GBP. We’ve now updated the benchmark name and performance to the FTSE Developed ESG Low Carbon Select to match the underlying fund.
Benchmarks are used to measure a fund’s performance against similar types of investments, similar markets or regions.
There’s no guarantee the fund will meet its objectives. The value of an investment can fall as well as rise and is not guaranteed. Investors could get back less than they invest.
We’ll update our literature and our website as soon as we can, but investors may notice the old and new information in use for a time, for example on our fund factsheets.
You can find more information about this fund in the fund factsheet on the ‘Fund prices and performance’ page on our website by selecting ‘TargetPlan funds’ and searching for the fund name.
What current investors need to do
Existing investors don’t need to do anything. Please speak to a financial adviser if you’re not sure about what these changes mean for you. If you don’t have a financial adviser, you can visit moneyhelper.org.uk/choosing-a-financial-adviser to find the right one for you.