Name changes for Aegon Merian funds

Fund_Update.jpg

From 31 March 2021, we’re changing the names of some of our Aegon Merian funds listed below.

These changes will be applied across our insured pension, Aegon Retirement Choices (ARC) and Aegon One Retirement (AOR) fund ranges.

Why the names are changing

The underlying fund manager, Jupiter Asset Management Limited, acquired Merian Global Investors in 2020. They’re now undertaking a brand refresh to further integrate the two companies. The majority of Merian branded funds will undergo a name change to bring them in line with Jupiter’s range.

To ensure consistency for our customers, we’re changing our fund names to match the underlying fund names. The fund short names, which appear on plan statements, will also change to reflect this.

Please note that nothing else about the funds will change as part of this rebrand; for example the investment objectives, Aegon risk ratings and charges will remain the same. Both old and new names are shown in the tables below:

Pension funds
Existing fund name (before 31 March 2021) Existing short name (before 31 March 2021) New fund name (from 31 March 2021) New short name (from 31 March 2021)
Aegon Merian UK Smaller Companies AGN MER UK SMALL COS Aegon Jupiter UK Smaller Companies AGN JUP UK SMALL COS

Source: Aegon UK

ARC funds
Existing fund name (before 31 March 2021) Existing short name (before 31 March 2021) New fund name (from 31 March 2021) New short name (from 31 March 2021)
Aegon Merian UK Smaller Companies (ARC) ARC AGN MER UK SM CO Aegon Jupiter UK Smaller Companies (ARC) ARC AGN JUP UK SM CO

Source: Aegon UK

AOR funds
Existing fund name (before 31 March 2021) Existing short name (before 31 March 2021) New fund name (from 31 March 2021) New short name (from 31 March 2021)
Aegon Merian Corporate Bond (AOR) AOR AGN MER COR BOND Aegon Jupiter Investment Grade Bond (AOR) AOR AGN JUPINVGRDBND
Aegon Merian Monthly Income Bond (AOR) AOR AGN MER MTHIN BD Aegon Jupiter Monthly Income Bond (AOR) AOR AGN JUP MTHIN BD
Aegon Merian UK Alpha (AOR) AOR AGN MER UK ALPHA Aegon Jupiter UK Alpha (AOR) AOR AGN JUP UK ALPHA
Aegon Merian UK Mid-Cap (AOR) AOR AGN MER UKMIDCAP Aegon Jupiter UK Mid Cap (AOR) AOR AGN JUP UKMIDCAP
Aegon Merian Asia Pacific (AOR) AOR AGN MER ASIA PAC Aegon Jupiter Merian Asia Pacific (AOR) AOR AGN JUP MER APAC
Aegon Merian Global Equity (AOR) AOR AGN MER GBL EQ Aegon Jupiter Merian Global Equity (AOR) AOR AGN JUP MER GBEQ
Aegon Merian North American Equity (AOR) AOR AGN MER N AME EQ Aegon Jupiter Merian North American Equity (AOR) AOR AGN JUP MERNAMEQ
Aegon Merian Global Emerging Markets (AOR) AOR AGN MER GBL EM Aegon Jupiter Global Emerging Markets Focus (AOR) AOR AGN JUP GBL EM F

Source: Aegon UK

Investors will start to notice the name changes on their statements, in our literature and on our website from 31 March 2021 onwards. The changes will be implemented gradually across our material, so you may notice both the old and new names in use for a time.

For more information, you can view the fund factsheets via the ‘Fund prices and performance’ page and viewing ‘Other fund ranges’, ‘Aegon Retirement Choices (ARC)’ or ‘Aegon One Retirement’.

What current investors need to do

Existing investors don’t need to do anything. Please speak to a financial adviser if you’re unsure about what these changes mean for you. If you don’t have a financial adviser you can find one in your area at moneyadviceservice.org.uk