From 29 April 2025, we’re changing the name of the Aegon Fidelity Sustainable MoneyBuilder Income fund for our insured Pension and ARC fund ranges.
We’re writing to those invested in the fund to let them know about the change.
Nothing else about the fund will change because of this update.
The change in more detail
The underlying fund manager, Fidelity International, has changed the name of their fund. For consistency we’re changing our fund name to match the underlying fund. Details in the table below:
Pension
Existing fund name | New fund name |
---|---|
Aegon Fidelity Sustainable MoneyBuilder Income | Aegon Fidelity MoneyBuilder Corporate Bond |
Aegon Retirement Choices (ARC)
Existing fund name | New fund name |
---|---|
Aegon Fidelity Sustainable MoneyBuilder Income (ARC) | Aegon Fidelity MoneyBuilder Corporate Bond (ARC) |
Source: Aegon UK
There’s no guarantee the fund will meet its objective. The value of an investment can fall as well as rise and isn’t guaranteed. Investors could get back less than they invest.
Investors will start to notice the name change on their online account, plan statement, in our literature and on our website from 29 April 2025 onwards.
What current investors need to do
Existing investors don’t need to do anything.
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.
More information about this fund can be found on the ‘Fund prices and performance’ page on our website and selecting either ‘Other fund ranges’ or ‘Aegon Retirement Choices (ARC)’.
Please speak to a financial adviser if you’re invested in this fund and are not sure what the changes mean for you. If you don’t have one, you can visit moneyhelper.org.uk/choosing-a-financial-adviser to find the right one for you.