The primary investment objective is to maximise the total return by investing worldwide in any technology economic sector.

Simon Carter
Head of North American Equities

Simon joined AEGON Asset Management in December 2004. He is Head of North American Equities and co-manages our aggressive global funds. From 2003, Simon worked at Morgan Stanley Investment Management and before that spent seven years at JPMorgan Investment Management, where he was head of US Equities in London. Between 1994 and 1996 he was director of US equity investments at Lazard Brothers Asset Management, and from 1987 to 1994 he worked as a portfolio manager at Royal Insurance Asset Management. Simon graduated from UMIST with a BSc (Hons) in management science. He is also a chartered financial analyst.

• Monthly Factsheet
  (PDF 123KB)
• Fund Specific Features
  (PDF 599KB)

Launch Date

August 1985

IMA Sector

Technology and Telecoms

Secondary Benchmark

MSCI World / Information Technology

Initial Charge

5.5% (A Class)

Annual Charge

1.5% (A Class)

Payment Dates

30 November

Codes

Code	Sedol	FTMexID	ISIN
A(acc)	744999	SETEC	GB0007449993
B(acc)	745118	SETEB	GB0007451189
E(aac)	853806	SETCES	GB0008538067