The range includes a selection of 26 funds that take environmental, social and governance (ESG) factors into account. Your members can invest in line with their values, and we know from our research that investing sustainably is increasingly important to many.
Making investments manageable
This focused range keeps things simple for your members and aims to make their choices more manageable. It includes single asset funds that invest in one investment type, for example UK equities, as well as multi-asset funds. Multi-asset funds invest in a ready-made portfolio of investments, investing in companies in the UK and overseas. This can make it easier for members to hold a diversified portfolio.
The range is closely governed by the trustees, with support from Aegon. The trustees regularly review the choice available and performance of the funds – checking they’re in line with our Funds Promise.
Focus on sustainability
The range recognises the increasing desire of our customers to invest in line with their beliefs. We also believe, along with the trustees, that investing in firms which consider sustainability issues is important to reduce volatility over the long term – for returns over five years or more. However, this can’t be guaranteed. The global economy will continue to adjust to reflect the effects of climate change and related issues.
The Aegon Master Trust fund range applies ESG criteria for all asset classes across the risk spectrum except gilts, with a choice of passive and actively managed funds available.
The funds use various methods to achieve their ESG goals, which you can find out more about below.