On 9 October 2023, the names of our LF Aegon Multi-Asset and LF Aegon Multi-Asset Income funds will be updated.

These are Open Ended Investment Companies (OEICs) available on our Aegon Platform.

Why the names are changing

The fund’s Authorised Corporate Director (ACD) – the company responsible for running the funds in line with regulations - will change from Link Fund Solutions Limited to Waystone Management (UK) Limited on 9 October. As a result, the funds prefix will change from ‘LF’ to ‘WS’.

The old and new names are shown below:

 

 Old fund name

 ISIN

 New fund name

 ISIN

 LF Aegon Multi-Asset 1

 GB00BF0V3V95   

 WS Aegon Multi-Asset 1

 GB00BF0V3V95   

 LF Aegon Multi-Asset 2

 GB00BF0V9T93

 

 WS Aegon Multi-Asset 2

 GB00BF0V9T93

 

 LF Aegon Multi-Asset 3

 GB00BF0V9V16

 WS Aegon Multi-Asset 3

 GB00BF0V9V16

 LF Aegon Multi-Asset 4

 GB00BF0V9W23

 WS Aegon Multi-Asset 4

 GB00BF0V9W23

 LF Aegon Multi-Asset 5

 GB00BF0V9X30

 WS Aegon Multi-Asset 5

 GB00BF0V9X30

 LF Aegon Multi-Asset Income 2  

 GB00BF0V9Y47

 WS Aegon Multi-Asset Income 2  

 GB00BF0V9Y47

 LF Aegon Multi-Asset Income 3

 GB00BF0V9Z53

 WS Aegon Multi-Asset Income 3

 GB00BF0V9Z53

Source: Aegon UK

We’ll update our literature and our website as soon as we can, but investors may notice the old and new names in use for a time.

More information about these funds can be found on the ‘Fund prices and performance’ page on our website and selecting ‘Aegon Platform’.

What current investors need to do

Existing investors don’t need to do anything. Please speak to a financial adviser if you’re not sure what these changes mean for you. If you don’t have a financial adviser, you can visit moneyhelper.org.uk/choosing-a-financial-adviser to find the right one for you.