The Aegon Master Trust fund range has been carefuly selected by Aegon Master Trust trustees with input from independent adviser, Isio. Designed to help members build an investment strategy that suits their needs, the range offers diversification and choice on a global basis.
A carefully curated investment range
The focused range of 28 funds simplifies decision-making for members, offering a manageable range of options. It spans various asset classes, regions, and investment styles, including responsible investment themes and Shariah-compliant choices.
The range includes single asset funds, such as UK equities, and multi-asset funds that provide ready-made, diversified portfolios with investments in both UK and global companies—making it easier for members to achieve broad diversification.
Governance built-in
The Aegon Master Trust trustees, supported by Aegon, closely oversee the fund range. They regularly review both the available investment options and fund performance to ensure alignment with our Funds Promise.
Responsible investment options
The Aegon Master Trust fund range supports responsible investing, offering a variety of funds that integrate environmental, social and governance (ESG) considerations as standard. This includes both exclusion-based funds and those with explicit sustainability objectives. ESG criteria are applied across all asset classes with the exception of gilts (UK Government bonds), with both screened passive funds and actively managed fund choices available.
Explore the Aegon Master Trust fund range
You can explore the AMT fund range below. To help members narrow down their choice, we’ve shown where funds take an ESG approach to achieve their goals. Select the fund names to find out more about each fund, including where it invests and fund-specific risks.
Correct as at June 2025
Funds aligned with a specific sustainability objective or theme include:
- Themed – for example, focussing on climate change mitigation or clean water.
- Best in class – for example, investing in sector-leading companies in areas such as energy efficiency and low carbon.
- Positive tilt – overweight investments with more favourable sustainability criteria relative to a benchmark, for example, half the carbon intensity of the benchmark.
Aegon Global Climate Focus Equity (AMT)
Aegon Global Short Term Sustainable Bond (AMT)
Aegon Global Sustainable Government Bond (AMT)
Aegon Global Sustainable Equity (AMT)
Funds which integrate exclusionary criteria. This means that based on certain thresholds, they will not invest in certain companies, based on Environmental, Social and Governance concerns. These funds integrate exclusions including, but not limited to, controversial weapons, nuclear weapons, civilian firearms, and UN compact violators.
These funds prohibit investment in certain pre-defined activities (tobacco production), sectors (oil and gas) or countries (UN Global Compact violators).
Funds which integrate Environmental, Social and Governance considerations within their overall investment process.
Aegon Global Absolute Return Bond (AMT)
There are some funds that fall into asset classes in which few solutions integrate ESG considerations within their investment process.
The groupings in this table are also aligned with the Investment Association Responsible Investment Framework.
There's no guarantee the funds will meet their objectives. The value of investments and any income taken can fall as well as rise and isn't guaranteed. The final value of a member's pension pot when they come to take benefits may be less than has been paid in. Capital at risk.