From 31 March 2025, we’re updating the fund objective for the Aegon Schroder Sustainable Multi-Factor Equity (BLK) fund.
Nothing else about the fund will change because of this.
The changes in more detail
The underlying fund manager, Schroders, has updated the fund objective of the underlying fund to better reflect how the fund is managed.
The fund objective explains how the fund invests and what it’s trying to achieve for investors.
To make sure our version of the fund matches the underlying fund, we’re updating it.
There are more details in the table below, with the changes to the fund objective highlighted:
Existing fund objective |
New fund objective |
|---|---|
The fund aims to provide capital growth in excess of the MSCI All Countries World (Net Total Return) index (after charges) over any 3 to 5 year period by investing at least 80% of its assets in equities and equity related securities of companies worldwide. The fund invests at least 70% of its assets in investments that have a better than average sustainability score based on the fund manager's sustainability criteria. |
The fund aims to provide capital growth in excess of the MSCI All Countries World (Net Total Return) index (after charges) over any 3 to 5 year period by investing at least 80% of its assets in equities and equity related securities of companies worldwide with at least 70% classed as sustainable, based on the fund manager's sustainability criteria.
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Source: Aegon UK
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 pay in.
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.
What current investors need to do
Existing investors don’t need to do anything.
More information about this fund can be found on the ‘Fund prices and performance’ page on our website by selecting ‘TargetPlan’ funds and searching for the fund name.
Please speak to a financial adviser if you’re invested in this fund and are not sure what the changes mean for you. There may be a cost for this. If you don’t have one, you can visit moneyhelper.org.uk/choosing-a-financial-adviser to find the right one for you.