New DT risk profiles place Aegon funds on independently governed risk scale29 June 2015 Back to results
Aegon has announced new risk profiles from Distribution Technology (DT) for 21 key funds in its range.
These independently governed risk profiles make it easier for advisers to identify the Aegon funds that may suit clients who have taken DT’s Dynamic Planner® risk assessment.
Risk profiles are available for the following funds and fund ranges:
- Core Portfolios
- Select Portfolios
- MI Savings
- BlackRock Aquila collections
- Aegon Stability
See the new risk profiles here:
Find out more about Aegon’s funds
Distribution Technology, is a leading provider of risk profiling, financial planning and wealth management technology for financial advice firms.
Founded in 2003 the organisation serves more than 500 intermediary firms from the largest nationals, networks and service providers, to high quality local and regional advisers and bank owned wealth managers.
Over 6,000 advisers regularly use DT’s award winning, core product Dynamic Planner® to profitably profile, plan and manage their wealth clients.
Distribution Technology's fund risk profiling service provides financial advisers and their clients with a meaningful measure of the long-term investment risk of fund strategies and a mechanism for selecting funds appropriate for investor risk appetites and capacity for risk.
The value of investments may go down as well as up. Investors may get back less than originally invested.