Fund updates

Find out about fund news and changes to our insured funds, such as fund closures, mergers or changes to fund names or charges.

Update on FCA Overseas Fund Regime (OFR)

Update on the FCA rules regarding the Overseas Fund Regime

  • Published: 2 July 2025
  • Effective Date: 2 July 2025

Further changes to our Universal Balanced Collection (UBC)

We’re making some more changes to our Universal Balanced Collection (UBC). The UBC is available to workplace investors in Aegon Retirement Choices (ARC) and our insured Pension fund ranges. This does not apply to Life fund investors.

  • Published: 30 October 2025
  • Effective Date: 27 October 2025

Changes to the Scottish Equitable Baillie Gifford Stockmarket Managed fund

This update affects our insured Life fund range.

  • Published: 23 September 2025
  • Effective Date: 27 November 2025

Update to the benchmark for the Aegon UK Corporate Bond Tracker (AMT) fund

This update affects our Aegon Master Trust fund range.

  • Published: 17 September 2025
  • Effective Date: 30 September 2025

Update to the benchmark for the Aegon BlackRock ACS World Small Cap ESG Screened Equity Tracker (BLK) fund

This update affects our TargetPlan fund range.

  • Published: 16 September 2025
  • Effective Date: 30 September 2025

Update to the benchmark for the Aegon Global Small Cap Equity Tracker (AMT) fund

This update affects our Aegon Master Trust (AMT) fund range.

  • Published: 16 September 2025
  • Effective Date: 30 September 2025

Closure of the Aegon Schroders Life Intermediated Diversified Growth (BLK) fund

This update affects our Aegon TargetPlan fund range.

  • Published: 4 September 2025
  • Effective Date: 28 October 2025

Re-opening of the Aegon LEBC Portfolios 1-10 (ARC) fund range

This update affects our Aegon Retirement Choices (ARC) fund range.

  • Published: 29 August 2025
  • Effective Date: 28 August 2025

Funds resuming trading across our Aegon Retirement Choices (ARC) and Aegon Platform fund ranges

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

  • Published: 21 August 2025
  • Effective Date: 21 August 2025

Fund suspensions affecting funds across our Aegon Retirement Choices (ARC) and Aegon Platform fund ranges

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

  • Published: 15 August 2025
  • Effective Date: 13 August 2025

Aegon LEBC Portfolios 1-10 (ARC) fund range suspends trading

This update affects our Aegon Retirement Choices (ARC) fund range.

  • Published: 15 August 2025
  • Effective Date: 13 August 2025