Advisers
This section is for independent financial advisers. Here you will find news, views, fund information and files to download.
News Headlines
October 2008
The UK Government’s intervention in banks
The UK government is going to provide up to £25bn of tier-one capital to eligible financial institutions. Initially those institutions are Abbey, Barclays, HBOS, HSBC, Lloyds, Nationwide, RBS and Standard Chartered. At least a further £25bn is also to be available for other institutions that wish to apply for it. Any institution with significant UK operations is eligible to apply.
Click here to read the full article
(PDF 96KB)
Global Strategy
Having sold Latin American equities and bought government bonds last month, our asset allocation is now neutral equities, neutral bonds, overweight cash and underweight property. The events of recent weeks have been the most challenging for financial markets in decades. The combination of an equity bear market, distressed prices for many corporate credits and frozen markets for many other investment vehicles has led to significant changes in the financial industry.
Read the Global Strategy Summary for October 2008 (PDF 78KB)
September 2008
AEGON Asset Management discounts leading UK Equity and Bond funds
AEGON Asset Management is discounting the initial charge on six of its leading UK equity and bond funds for the remainder of 2008.
Read the full Press Release
(PDF 96KB)
AEGON Asset Management UK Equity Fund receives ‘A’ rating from OBSR
AEGON Asset Management has been awarded an ‘A’ rating for its UK Equity Fund managed by Stephen Adams.
Head of sales (retail funds) Steve Kenny says: ‘This is yet more recognition for the excellent and consistent performance Stephen Adams has delivered on the AEGON UK Equity fund. This rating securely establishes the fund as one of the top ranking funds in UK All companies funds.
Read the full Press Release
(PDF 96KB)
View the OBSR factsheet
(PDF 96KB)
Global Strategy
In the last month, we have shifted some of our regional equity weightings. We’ve reduced the size of our UK overweight, moved to neutral in Europe from underweight and added to our US overweight. Our overall asset allocation is unchanged.
Read the Global Strategy Summary for September 2008 (PDF 78KB)
August 2008
AEGON Asset Management scoops top awards in Citywire Team All Stars 2008
AEGON Asset Management UK has once again scooped the top award for the Bond category in the Citywire Team All Stars 2008.
AEGON Asset Management also took first place in the UK All Companies equity sector in the leading asset management groups by individual sector category.
Read the full Press Release
(PDF 44KB)
Read the Global Strategy Summary for August 2008
(PDF 78KB)
Download the Monthly Market Commentaries for August 2008
(PDF 55KB)
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On-Demand Webcasts
Friday 10 October 2008
With David Roberts & Phil Milburn
Fixed Income Market Update
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Friday 03 October 2008
With David Roberts & Phil Milburn
Fixed Income Market Update
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Friday 09 September 2008
With David Roberts & Bill Dinning
Credit Crunch -
Where is the value in investment grade?
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Discounts Available - Leading funds
