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.
Governance built-in
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.
Explore the Aegon Master Trust fund range
You can explore the AMT fund range below. To help you narrow down your 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 May 2023
Funds with a specific focus on sustainability built into their objective or investment process. Investment approaches that select and include investments on the basis that they meet certain sustainability criteria and/or deliver on specific and measurable sustainability outcome(s). Examples 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. Capital at risk.