From 31 March 2024, we’re updating the benchmark for the Aegon BlackRock 30/70 Currency Hedged Global Equity Tracker fund across our insured Pension and Aegon Retirement Choices (ARC) fund ranges.
Nothing else about the fund has changed because of this update. We’re writing to all those affected to let them know.
The change in more detail
Benchmarks are used to measure a fund’s performance against similar types of investments, similar markets or regions.
We’re updating the benchmark for the Aegon BlackRock 30/70 Currency Hedged Global Equity Tracker to bring it more in line with the underlying fund.
The old and new benchmarks are in the table below:
Old fund benchmark |
New fund benchmark |
|---|---|
Composite Index: 60% FTSE Developed ex UK / 30% FTSE All Share / 10% MSCI Emerging Markets.
|
Composite Index: 90% FTSE Dev World Custom Hedged / 10% MSCI Emerging Markets.
|
Source: Aegon UK
The value of an investment can fall as well as rise and is not guaranteed. You could get back less than you invest.
What this means for investors
We’ll update our literature and our website as soon as we can, but you may notice the old and new information in use for a time.
You can find more information about this fund in the fund factsheet on the ‘Fund prices and performance’ page of our website by selecting with ‘Other fund ranges’ or ‘Aegon Retirement Choices (ARC).’
What current investors need to do
Existing investors don’t need to do anything. If you would like more information, please speak to a financial adviser. 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.