One Retirement makes fund selection straightforward – narrowing the thousands of options to around 100 that we think are the very best. The aim is to help you and your clients find quality funds more easily:
- Our concise range makes choosing funds straightforward
- There are options in each major asset class
- You can adopt different investment strategies to suit accumulation, drawdown or a mix of both
- You can create model portfolios for use with multiple clients
- Automatic rebalancing helps maintain your clients’ risk profiles
This leaves more time for you to spend advising your clients.
The value of an investment can fall as well as rise and isn't guaranteed. Your client could get back less than they invest. There's no guarantee that fund objectives will be met.
What's in our fund range?
Growth portfolios
Our multi-asset portfolios are designed to make investing easier for your clients.
These risk-targeted multi-asset funds come with monitoring, rebalancing and fund governance built in.
Retirement portfolios
People are generally living longer and many are choosing to retire gradually. Coupled with legislative flexibility, this means drawdown is becoming attractive to an increasing number of investors.
There are many ways to meet these needs but to make things easier we offer two drawdown-specific income portfolios, one prioritising growth, the other capital preservation.
Single-asset funds
We also offer a concise selection of actively and passively managed funds covering all major asset classes, so you can build model or bespoke portfolios for clients.
You can choose funds from Aegon, or from quality partner fund management houses.
Select the logos below to find out more about each manager.
We review this range every year to check whether the funds, and the partners we’ve chosen, continue to deliver on our Funds Promise.
We look at several criteria when reviewing the partner managers in the range. Managers must offer a combination of all the following criteria:
Investment capability and range:
Robust investment strategies, performance excellence and broad asset class coverage.
Strategic alignment:
Alignment of business strategies with Aegon.
Culture:
Stable ownership, supportive environment and fund manager longevity.
Operational capability:
Ability to deliver consistent and accurate fund data.
Brand:
Recognised and trusted brand.
1 ISA and GIA options are available on Aegon Retirement Choices and the Aegon Platform.
