Ethical Corporate Bond Fund
Fund Objective
The primary investment objective is to maximise total return (income plus capital) by investing in sterling-denominated bonds issued by a company or organisation which meets the fund's predefined ethical criteria. Investments may encompass investment grade corporate bonds, cash and up to 10% of the fund in high yield bonds.
Fund Manager
Phil Milburn
Investment Manager, Fixed Income
Phil joined AEGON in 1997. He is the fund manager of the High Yield Bond, Ethical Corporate Bond and European Bond funds as well as a high performance target segregated fund; he is also the support manager for the Sterling Corporate Bond, Investment Grade Bond and Global Bond funds. Phil's main research responsibility is covering high yield bonds. He holds a first class MA honours degree in economics from the University of Edinburgh. Phil is Citywire’s UK Corporate Bond Manager of the Year for 2006 and Investment Week's UK Corporate Bond Fund Manager of the Year 2006.
Downloads
- Monthly Factsheet
(PDF 163KB) - Fund Specific Features
(PDF 24KB) - Sales Aid
(PDF 135KB) - Ethical Focus
(PDF 359KB) - Ethical Screening Process
(PDF 244KB) - OBSR Rating
(PDF 30KB)
This website is directed solely at investment professionals and is not for the use of, and must not be distributed to, private customers.
Fund Details
Launch Date
April 2000
IMA Sector
UK Corporate Bond
Secondary Benchmark
iBoxx Sterling Non-Gilt
Initial Charge
4.5% (A Class)
Annual Charge
1.0% (A Class)
Payment Dates
31 March, 30 June, 30 September, 31 December
Codes
| Code | Sedol | FTMexID | ISIN |
|---|---|---|---|
| A(acc) | 534264 | SESRA | GB0005342646 |
| B(acc) | B018K35 | SESRB | GB00B018K352 |
| A(inc) | 534242 | SESRI | GB0005342422 |
| B(inc) | BOC4RP3 | SEBII | GB00B0C4RP31 |
Awards and Ratings
