From 30 September 2026, we’re updating the fund objective and benchmark for the Aegon BlackRock World Multifactor ESG Screened and Optimised Equity Tracker fund across all share classes.
What’s changing and why
The fund objective explains how the fund invests and what it’s trying to achieve for investors. Benchmarks are used to measure a fund’s performance against similar types of investments, similar markets or regions.
The underlying fund manager, BlackRock, is updating their objective and benchmark to better reflect the aims of their fund. To make sure our version of the fund matches the underlying fund, we’re updating it.
Please note the benchmark changed on 27 February 2026. This means that performance shown before this date is against the old benchmark. Performance after this date is against the new benchmark – the STOXX World EQ Factor ESG Low Carbon Target 12UK NET. This change will be reflected in the next fund factsheet update.
The old and new information is in the table below with the changes highlighted in the new objective:
Old fund benchmark | New fund benchmark |
|---|---|
MSCI World Select Multiple Factor ESG Low Carbon Target GBP 2 | STOXX World EQ Factor ESG Low Carbon Target 12UK NET |
Old fund objective | New fund objective |
This fund aims to achieve a return consistent with the MSCI World Select Multiple Factor ESG Low Carbon Target Index and achieve long-term capital growth by investing directly, and occasionally indirectly, in the shares (equities) of companies which make up the benchmark Index. The fund may also invest in permitted money market instruments, deposits and collective investment schemes. | This fund aims to achieve a return on investment by tracking closely the performance of the benchmark Index, the STOXX World Equity Factor ESG Low Carbon Target Index. It does this by investing directly, and at times indirectly, in the shares (equities) of companies which make up the benchmark Index. |
Source: Aegon UK
There’s no guarantee the fund will meet its objective. The value of an investment can fall as well as rise and isn’t guaranteed. Investors could get back less than they invest.
We’ll update our literature and our website as soon as we can but investors may notice the old and new information in use for a time, for example on our fund factsheets.
More information about this fund can be found on the 'Fund prices and performance' page and selecting 'TargetPlan' funds then searching for the fund name.
What current investors need to do
Existing investors don’t need to do anything.
You should speak to a financial adviser if you need advice about your investments. There’s likely to be a charge for this. If you don’t have a financial adviser you can find one in your area by visiting Moneyhelper.