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Fund updates

Fund updates for advisers

Important Information regarding the FCA Overseas Fund Regime (OFR)

The FCA Overseas Fund Regime (OFR) is a new set of rules to allow certain investment funds established outside the UK to be promoted in the UK, including to retail clients.

  • Published: 5 December 2024
  • Effective Date: 5 December 2024

Aegon revolutionises £12 billion UBC fund to include private markets and enhanced ESG integration

Aegon revolutionises £12 billion workplace default fund to include private markets and enhanced ESG integration

  • Published: 20 June 2024
  • Effective Date: 20 June 2024

Closure of the Aegon BNY Mellon Global Opportunities (BLK) fund

This update affects our Aegon TargetPlan fund range.

  • Published: 16 April 2025
  • Effective Date: 16 June 2025

Name change for the Aegon Fidelity Sustainable MoneyBuilder Income fund

This update affects our insured Pension and Aegon Retirement Choices (ARC) fund ranges.

  • Published: 11 April 2025
  • Effective Date: 11 April 2025

Comment on market response to US tariff plans

Aegon’s Head of Portfolio Management, Anthony McDonald, provides an update on the market response following the trade tariffs announced by President Trump on Wednesday 2 April 2025.

  • Published: 7 April 2025
  • Effective Date: 7 April 2025

Aegon UK to unlock private markets for workplace pension members, as FCA green lights hat-trick of new Long-Term Asset Funds

FCA green lights hat-trick of new Long-Term Asset Funds.

  • Published: 2 April 2025
  • Effective Date: 2 April 2025

Update to the Aegon Schroder Sustainable Multi-Factor Equity (BLK) fund objective

This update affects our TargetPlan fund range.

  • Published: 31 March 2025
  • Effective Date: 31 March 2025

Update to the Aegon Schroder Global Cities Property Income fund objective

This update affects our insured Pension and Aegon Retirement Choices (ARC) fund ranges

  • Published: 31 March 2025
  • Effective Date: 31 March 2025

Closure of the Aegon Baillie Gifford UK Equity Alpha fund

This update affects our insured Pension and Aegon Retirement Choices (ARC) fund ranges.

  • Published: 26 March 2025
  • Effective Date: 10 June 2025

Closure of the Scottish Equitable Schroder UK Smaller Companies fund

This update affects our insured Pension, Life and Aegon Retirement Choices (ARC) fund ranges

  • Published: 18 March 2025
  • Effective Date: 27 May 2025

Name change for the Aegon HSBC Developed World Sustainable Equity (ARC) fund and the Aegon HSBC Developed World Sustainable Equity Index (BLK) fund

This update affects our Aegon Retirement Choices (ARC), and TargetPlan fund ranges.

  • Published: 18 March 2025
  • Effective Date: 31 March 2025

Closure of the Aegon Janus Henderson UK Smaller Companies fund

This update affects our insured Pension and Aegon Retirement Choices (ARC) fund ranges.

  • Published: 18 March 2025
  • Effective Date: 27 May 2025