The primary investment objective is to maximise total return by investment in equities and equity type securities in companies based in the UK, principally conducting business in the UK or listed on the UK stock market which meet the fund's predefined ethical criteria.

Audrey Ryan
Investment Manager, UK Equities

Audrey joined AEGON in January 1997 from General Accident Plc where she was a UK small companies portfolio manager. She qualified as a chartered accountant in 1993 after graduating with a degree in accountancy. She also has an MSc in investment analysis. Audrey has managed AEGON's Ethical Equity Fund since 1999. She is a sector specialist in several UK small-cap sectors together with the travel & leisure and electronics & electricals sectors.

• Monthly Factsheet
  (PDF 214KB)
• Fund Specific Features
  (PDF 24KB)
• Sales Aid
  (PDF 73KB)
• Ethical Focus
  (PDF 359KB)
• Ethical Screening Process
  (PDF 244KB)
• OBSR Rating
  (PDF 28KB)

Launch Date

April 1989

IMA Sector

UK All Companies

Secondary Benchmark

FTSE All Share

Initial Charge

5.5% (A Class)

Annual Charge

1.5% (A Class)

Payment Date

30 November

Codes

Code	Sedol	FTMexID	ISIN
A(acc)	745248	SEETHA	GB0007452484
B(acc)	745088	SEETHB	GB0007450884