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AEGON SUSTAINABLE EQUITY B

AEGON SUSTAINABLE EQUITY B - Overview

Overview of AEGON SUSTAINABLE EQUITY B

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. AEGON SUSTAINABLE EQUITY B does not fall into either of these categories at present.

  • Standard Initial Charge 0.00%
  • Initial charge via Bestinvest 0.00%

Fund summary

Sector Global
Structure OEIC
Launched October, 1987
Size £115m
Yield 0.0%
Charging basis Income
Dividends paid Acc units only

Charges

Standard initial charge 0.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 0.75%
Ongoing charges figure 0.88%

Risks

Before investing make sure you have understood the risks relevant to the fund by reviewing our Risk Warnings section. Further information on the risks are contained in the fund's Key Investor Information Document, which we make available to you before you make a decision to invest, alternatively it is available on request.

Bestinvest view

No information available.

Portfolio

Allocation Proportion(%)
Equity 99
High yield bonds 0
Quality bonds 0
Property 0
Commodities 0
Hedge 0
Fund cash 1
Allocation Proportion(%)
UK 1
Europe 18
North America 51
Japan 10
Pacific 14
Emerging Markets 6
Allocation Proportion(%)
Large Caps 67
Mid Caps 29
Small Caps 4

View all performance data for this fund

Investment process

The primary investment objective is to provide capital growth by exploiting special investment situations and opportunities throughout the world by investing globally.

Live feed

Bid price(inc) 361.67p
Accum units 361.67p
Fund commentary
Fund data updated on 21/09/21

Asset allocation

Allocation Proportion(%)
Equity 99
High yield bonds 0
Quality bonds 0
Property 0
Commodities 0
Hedge 0
Fund cash 1

Equity Geographic

Allocation Proportion(%)
UK 1
Europe 18
North America 51
Japan 10
Pacific 14
Emerging Markets 6

Equity Capitalisation

Allocation Propor
tion(%)
Large Caps 67
Mid Caps 29
Small Caps 4

Top 10 holdings

As at: 31/01/2020
4.1521%Ansys Inc
3.4588%Auto Trader Group Plc
3.3921%Amdocs Ltd
3.2905%Church & Dwight
3.0487%Tetra Tech Inc
2.9732%Kingspan Group
2.9366%Cochlear
2.9277%Burlington Stores Inc
2.9237%Geberit Ag
2.4619%Marketaxess Hldgs Inc
Source: Trustnet

Sector breakdown

Information Technology 26%
Industrials 25%
Consumer Discretionary 16%
Health Care 11%
Consumer Staples 7%
Financials 6%
Money Market 5%
Communications 4%
Materials 1%

Portfolio details

No information available.

Constraints

No information available.

Average monthly relative returns Bestinvest MRI
16/17 17/18 18/19 19/20 20/21   3 years 5 years Career 3 years 5 years Career
0.18% 0.73% -1.20% 0.36% 0.85%   0.01% 0.19% 0.07% 56.80% 78.50% 78.20%
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.

Craig Bonthron / Neil Goddin

Manager. Bonthron is an investment manager in the Aegon Equities team, responsible for co-managing global equities portfolios. He joined Aegon in 2014 from SWIP, where he was investment director in global equities and was the joint fund manager of the SWIP Global Sustainable Equity Fund and the SWIP Global Islamic Equity Fund. In addition, he also has analysis responsibilities for the tech, energy and utility sectors. Prior to SWIP, he was a portfolio manager at Kleinwort Benson Investors, a member of the global environmental equity team, and co-manager of the KBI Global Water Fund. Bonthron has a 1st Class honours degree in Building Surveying and a MSc with Distinction in Business Information Technology Systems from Strathclyde Business School. Prior to joining Aegon, Neil Goddin was Head of Investment Risk at LV Asset Management and before that, he worked for WestLB Mellon Asset Management and Deutsche Asset Management in various risk-management roles. Goddin joined Aegon in September 2012, where he took the responsibility for developing Aegon’s screening and portfolio construction capabilities as Head of the Quant Equity Research team. Shortly after joining in 2012, he became involved in the management of the Aegon Global Equity Fund and assisted in designing its new investment approach. He was then named co-manager of the Fund in October 2014 to reflect his participation and contribution since 2012. Goddin also co-manages the Aegon Global Sustainable Equity Fund (launched April 2016) and the Aegon Global Equity Market Neutral Fund (launched June 2016). He has 19 years’ industry experience and is a Certified Risk Manager by the Global Association of Risk Professionals.

Track record

Craig Bonthron / Neil Goddin has 8.5 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.07%. During the worst period of relative performance (from August 2018 - October 2019) there was a decline of 16% relative to the index. The worst absolute loss has been 22%. Statistically, we estimate the probability that this fund manager is adding value, rather than being lucky, is 78%.

Periods of worst performance
Absolute -22% (August 2018 - March 2020)
Relative -16% (August 2018 - October 2019)

Other funds managed

Sector record since July 2011 (8 yrs)




About the MRI

Our unique indicator: the Bestinvest Manager Record Index (MRI) measures the likelihood that the fund manager is adding value through their decisions. It is based on their performance record over the course of their career, adjusted for the amount of risk taken. MRI is an important contributor to our fund rating system but it is also vital to take account of qualitative factors. It is also very important to select funds to form a cohesive portfolio with an appropriate overall risk level.

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