UK Fixed Interest
Fund Objective
The UK Fixed Interest Fund is a fund of funds investing 45% in the UK Corporate Bond Fund, 35% UK Government Bond Fund and 20% Core Plus Fund. Details of these funds are available for download in the fund factsheets.
Fund Manager
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.
Fund Manager
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 Manager
Mark Kedar
Investment Manager, Fixed Income
Mark is the lead fund manager for the UK Corporate Bond pooled fund. His responsibilities also encompass credit research where he is responsible for analysing the insurance and property sectors. Prior to joining AEGON in 1997, Mark was at Valu-Trac Investment Management for three years, working within quantitative research and fund management. Mark holds a first class BSc honours degree in mathematics from the University of Strathclyde, an MSc in investment analysis.
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Fund Details
Launch Date
January 1983
Fund Size
£1.56 billion
(as at 29/12/2006)
Benchmark
35% FTSE Gilts All Stocks; 45% iBoxx Sterling Non-Gilts All Stocks; 20% iBoxx Sterling Overall Index
Performance Target
+0.85% p.a. (gross) over rolling 3 years (gross)
Downloads
Factsheets
- UK Corporate Bond Quarterly Factsheet
(PDF 51Kb) - UK Government Quarterly Factsheet
(PDF 48Kb) - Core Plus Quarterly Factsheet
(PDF 50Kb)