Funds
We currently manage 12 active fixed income pooled funds for institutional investors. Our extensive range of fixed income products allows you to create your optimum portfolio. An investment in our funds can be tailored to generate higher returns and also to closer match the duration of your liabilities.
We also offer a UK Equity High Alpha fund.
AEGON Asset Management also manage a number of segregated portfolios on behalf of clients with specific requirements. Whatever your needs, we offer an efficient method of diversifying your bond investment.
UK Equity High Alpha Fund - New Fund Launch
A fund for investors looking for exposure to the UK Equity market and are comfortable with a higher level of investment risk.
Core Plus Funds
Our Core Plus product allows our fund managers to take aggressive off benchmark allocations, including exposure to US and Euro corporate bonds, emerging markets and high yield bonds. This fund is aimed at investors seeking higher returns from their fixed income investments.
Enhanced Funds
The Enhanced fixed income fund is benchmarked against the investible universe of sterling investment grade bonds. This fund also has the flexibility to invest in off benchmark allocations of up to 30% of the fund value, therefore providing our fund managers with the potential to deliver returns in excess of our Core fund.
Core Funds
Our Core Funds invest in UK Gilts, UK Credit or Index-Linked Bonds and suitable for investors who wish to adopt a more constrained approach to their fixed income investments.
Interest Rate Overlay (IRO) Fund
Interest Rate Overlay (IRO) Fund is designed for pension schemes seeking to manage interest rate risk. The fund provides pension schemes with a broad interest rate hedge, removing the majority of interest rate risk simply and cost effectively. This solution allows pension schemes to retain the majority of their investments in return-seeking asset classes, so it has minimal impact on their overall investment strategies.
- Click here to download the IRO Fund brochure
(PDF 189KB)
Pooled Fund Range and Performance Summary
- Pooled Fund Range Factsheet
(PDF 185KB) - UK Fixed Income Performance
(PDF 250KB)
Segregated Fund Performance Summary
We run segregated funds specific to clients' needs. A specialist team is appointed to manage and service each individual mandate.
Please contact us for more information.