On 28 August 2025, we’re updating the fund objective and benchmark for the Aegon Global Sustainable Multi-Asset Balanced (AMT) fund. Nothing else about the fund will change because of this.
The changes in more detail
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 replacing the old benchmark of the underlying fund with a new benchmark they feel better reflects the type of investments the fund holds. The fund objective will also be updated.
To make sure our fund matches the underlying fund, we’re updating it.
Details are in the table below:
Old fund objective |
New fund objective
|
|---|---|
This fund aims to deliver returns over the long term (5 consecutive years) which exceed 3 Month SONIA Compounded in Arrears + 3.5% (before charges) by investing in assets across the globe such as the shares of companies, bonds, and alternative assets. Derivatives may also be used for investment purposes. The consideration of Environmental, Social and Governance (ESG) issues are integrated into the investment process of this fund. The fund is actively managed, so returns may not replicate those of the benchmark |
This fund aims to deliver returns over the long term (5 consecutive years) which exceed its benchmark by investing in assets across the globe such as the shares of companies, bonds, and alternative assets. Derivatives may also be used for investment purposes. The consideration of Environmental, Social and Governance (ESG) issues are integrated into the investment process of this fund. The fund is actively managed, so returns may not replicate those of the benchmark. |
Old benchmark |
New benchmark |
Bank of England Sterling Overnight Index Average (SONIA) +3.5%. |
30% MSCI All Country World Index with Developed Markets 100% Hedged to GBP / 70% Bloomberg Global Aggregate Index (GBP Hedged). |
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 operate independently to us.