AEGON Asset Management

UK Index-Linked

Fund Objective

The UK Index-Linked Fund invests normally exclusively in UK index linked gilts although it has the discretion to hold cash and non government index linked bonds up to 20% of the fund with a view to outperforming the FTSE UK Index Linked All Stocks index. The key factors generating investment performance for the UK Index-Linked Fund will be: the maturity profile, market timing and cash raising.

Fund Manager

Kirsten Stirling

Kirsten Stirling
Head of UK Rates

Kirsten is responsible for gilt and index-linked strategy within the rates team. She is also the lead fund manager for the UK Government, UK Index-Linked and UK Long Gilt pooled funds, as well as being one of the fund managers of institutional pension funds with segregated mandates. Kirsten joined AEGON in June 2000, having previously worked as an investment manager for Baillie Gifford. She holds a first class BSc honours degree in mathematics and statistics from the University of St Andrews, and is ASIP qualified.

Fund Details

Launch Date

9 January 1983

Fund Size

£210.0 million
(as at 29/12/2006)

Benchmark

FTSE UK Index-Linked All Stocks Index

Performance Target

0.3% annualised (gross) outperformance of the benchamrk over 3 years

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