From 30 September 2025, we’re updating the fund benchmark for the Aegon UK Corporate Bond Tracker (AMT) fund. Nothing else about the fund will change because of this.
The change in more detail
Benchmarks are used to measure a fund’s performance against similar types of investments, similar markets or regions.
The underlying fund manager, BlackRock, tracks an Environmental, Social and Governance (ESG) benchmark for this fund. We’re updating our version of the fund to better reflect the underlying fund.
Details are in the table below:
Old benchmark |
New benchmark |
|---|---|
Markit iBoxx GBP Non Gilts |
iBoxx MSCI ESG Screened GBP Non-Gilts MIDDAY Gross Index |
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, for example on our fund factsheets.
You can find more information about this fund in the fund factsheet on the ‘Fund prices and performance’ page on our website by visiting aegon.co.uk/factsheets 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 in the first instance if you need advice about your investments. There’s likely to be a cost for this. If you don’t have a financial adviser, you can find one in your area by visiting moneyhelper.org.uk/choosing-a-financial-adviser, or find out more about advice services supported by Aegon by visiting aegon.co.uk.origen.
Origen Financial Services Ltd is wholly owned by Aegon UK plc but operates independently to us.