From 30 June 2024, we’re updating the fund objective for the Aegon Global Sustainable Government Bond (AMT) fund. Nothing else about the fund will change.
The change in more detail
The fund objective explains how the fund invests and what it’s trying to achieve for investors.
We're updating the fund objective to better reflect how the underlying fund invests.
More details are in the table below with the changes to the fund objective highlighted.
| Old fund objective | New fund objective |
|---|---|
This fund will seek to achieve its investment objective by investing at least 67% of its net assets directly or indirectly in government bonds issued across the globe. The remainder will be invested in liquid assets such as cash and cash equivalents. The fund manager aims to add value by investing in financially strong countries that contribute to the improvements in sustainability targets as defined by the United Nations (UN) Sustainable Development Goals (SDGs). Derivatives may also be used for investment and efficient portfolio management purposes. The fund is actively managed, so returns may not replicate those of the benchmark. |
This fund will seek to achieve its investment objective by investing mainly, directly or indirectly, in government bonds issued across the globe. The remainder will be invested in liquid assets such as cash and cash equivalents. The fund manager aims to add value by investing in financially strong countries that contribute to the improvements in sustainability targets as defined by the United Nations (UN) Sustainable Development Goals (SDGs). Derivatives may also be used for investment and efficient portfolio management purposes. The fund is actively managed, so returns may not replicate those of the benchmark.
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Source: Aegon UK
There’s no guarantee the fund will meet its objectives. The value of an investment can fall as well as rise and is not 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.
You can find more information about this fund in the fund factsheet on the ‘Fund prices and performance’ page on our website by selecting ‘TargetPlan funds’.
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 about 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.