For financial advisers only
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.
There's no guarantee that fund objectives will be met. The value of an investment can fall as well as rise and investors may get back less than originally invested.
What's in our fund range?
Our Growth solutions offer your clients access to the expertise of Morningstar (Core and Select) and BlackRock (MI). The funds are diversified at asset class, country and industry sector levels and offer your clients single fund solutions with rebalancing, monitoring and risk management built in.
People are living longer and many are choosing to retire gradually. Coupled with low annuity rates and new legislative flexibility, this means drawdown is becoming attractive to an increasing number of investors.
To meet these in-retirement investment needs, our One Retirement fund range includes a number of funds designed specifically to provide clients with an income(Opens new window)(Opens new window)(Opens new window)(Opens new window) and help maintain an existing savings pot.
This includes Secure Retirement Income - which offers a guaranteed income for life with more flexibility and access to your savings than you'd typically get from an annuity.
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. Each partner was chosen with Morningstar for its breadth across asset classes, brand strength and for selected areas of excellence. Aegon then selected the funds from each manager to include in the One Retirement range.
Click on the logos below to find out more about each manager.
Our partner fund managers
Keeping our funds promise
We review this range annually to check whether the funds, and the partners we’ve chosen, continue to deliver on our Funds Promise(Opens new window).
Working closely with Morningstar, we look at several criteria when choosing the partner managers for 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