Changes to the Aegon Stability and Retiready Stability funds

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We’re making changes to the Aegon Stability and Retiready Stability funds. These changes will be effective from 23 May 2019.

The changes apply to our pension, Aegon Retirement Choices (ARC), Aegon One Retirement (AOR) and Retiready fund ranges.

What we’re changing

The fund currently invests equally in four underlying funds:

  • 25% Scottish Equitable Newton Global Dynamic Bond fund
  • 25% Aegon Jupiter Strategic Reserve fund
  • 25% Aegon Kames UK Equity Absolute Return fund
  • 25% Aegon Fulcrum Diversified Core Absolute Return fund

On 23 May 2019, the Aegon Jupiter Strategic Reserve fund is closing and will be removed from the Aegon Stability and Retiready Stability funds. When this happens, the Aegon Stability and Retiready Stability funds will be re-balanced equally between the remaining three funds.

New asset allocation from 23 May 2019:

  • 33% Scottish Equitable Newton Global Dynamic Bond fund
  • 33% Aegon Kames UK Equity Absolute Return fund
  • 34% Aegon Fulcrum Diversified Core Absolute Return fund

We’ll implement the change gradually across our material, so you may notice the old information in use for a time.

There’s no guarantee that the funds will meet their objectives. The value of this investment can go down as well as up and investors may get back less than they invested.

What current investors need to do

Investors don’t need to do anything, this is an asset allocation change due to the closure of the Aegon Jupiter Strategic Reserve fund. No other changes to the Aegon Stability and Retiready Stability funds will be made as a result. The fund objectives, Aegon risk ratings and charges are not affected by this change.

If you would like more information, please speak to your financial adviser. If you don’t have one, you can find one in your area at unbiased.co.uk.