The AEGON Core Plus Fund is an active fixed income fund. The fund is benchmarked against an aggregate UK index comprising of both corporate and government bonds of all maturities. The fund has the flexibility to take aggressive off-benchmark allocations. These allocations can include exposure to Euro and US corporate bonds, emerging market debt, high yield bonds as well as asset, mortgage and commercial mortgage backed securities.

Stephen Jones
Co Head of Fixed Income

Stephen joined AEGON in February 2002. He is the lead fund manager of a number of long-dated pooled and segregated pension funds, and has direct management responsibility for the interest rate and yield curve investment managers. He directs and co-ordinates the institutional fixed income businesses’ asset gathering, consultant and client relationships activities. Stephen has worked both in the investment banking environment – where he ran the new issue underwriting desk for Greenwich NatWest in London – and as an investment manager for Britannic Asset Management in Glasgow. Stephen holds a BA honours degree in law and economics from the University of Newcastle upon Tyne.

Launch Date

16 December 2004

Fund Size

£409.3 million
(as at 29/12/2006)

Benchmark

iBoxx £ Overall Index

Performance Target

+1.50% p.a. (gross) over rolling 3 years

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