Name changes for Scottish Equitable Kames funds
On 7 September 2020, we’re changing the names of the Scottish Equitable/Aegon Kames funds across the following fund ranges:
- Pension
- Life
- Aegon Retirement Choices (ARC)
- Aegon One Retirement (AOR)
- TargetPlan
The full catalogue of impacted funds and the fund range they appear on are listed below.
Nothing else about these funds will change because of this; the funds aims and objectives, fund manager, charges and Aegon risk ratings will remain the same.
Investors will start to notice the name changes on their plan statement, online account if you have one, in our literature and on our website from 7 September 2020 onwards.
The changes will be implemented gradually across our material, so they may notice both the old and new names in use for a time.
Why we’re changing these fund names
The underlying fund manager, Kames Capital, has made the decision to rebrand to Aegon Asset Management and is updating its fund names as a result.
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 and online accounts, will also change to reflect this.
The changes in more detail:
Pension & Life
| Existing fund name before 7 September 2020 | Existing short name before 7 September 2020 | New fund name from 7 September 2020 | New short name from 7 September 2020 |
| Scottish Equitable Kames Core Plus fund | SE KAMES CORE PLUS | Aegon AM Core Plus fund | AGN AM CORE PLUS |
| Scottish Equitable Kames Ethical Corporate Bond fund | SE KAMES ETH COR BND | Aegon AM Ethical Corporate Bond fund | AGN AM ETH COR BND |
| Scottish Equitable Kames High Yield Bond fund | SE KAMES HIGH YLD | Aegon AM High Yield Bond fund | AGN AM HIGH YLD |
| Scottish Equitable Kames Investment Grade Bond fund | SE KAMES INV GRD BD | Aegon AM Investment Grade Bond fund | AGN AM INV GRD BD |
| Scottish Equitable Kames Sterling Corporate Bond fund | SE KAMES STG COR BND | Aegon AM Sterling Corporate Bond fund | AGN AM STG COR BND |
| Scottish Equitable Kames Strategic Bond fund | SE KAMES STRAT BOND | Aegon AM Strategic Bond fund | AGN AM STRAT BOND |
| Scottish Equitable Kames UK Opportunities | SE KAMES UK OPPS | Aegon AM UK Opportunities | AGN AM UK OPPS |
ARC & AOR
| Existing fund name before 7 September 2020 | Existing short name before 7 September 2020 | New fund name from 7 September 2020 | New short name from 7 September 2020 |
| Scottish Equitable Kames Core Plus (ARC) | Kames Core Plus (ARC) Pn | Aegon AM Core Plus (ARC) | Aegon AM Core Plus (ARC) Pn |
| Scottish Equitable Kames Ethical Corporate Bond (ARC) | Kms Etcl CrpBd ARC Pn | Aegon AM Ethical Corporate Bond (ARC) | Aegon AM Etcl CrpBd ARC Pn |
| Scottish Equitable Kames High Yield Bond (ARC) | Kms High Yld Bd ARC Pn | Aegon AM High Yield Bond (ARC) | Aegon AM High Yld Bd ARC Pn |
| Scottish Equitable Kames Investment Grade Bond (ARC) | Kms Inv Grade Bd ARC Pn | Aegon AM Investment Grade Bond (ARC) | Aegon AM Inv Grade Bd ARC Pn |
| Scottish Equitable Kames Sterling Corporate Bond (ARC) | Kms Strlng CrpBd ARC Pn | Aegon AM Sterling Corporate Bond (ARC) | Aegon AM Strlng CrpBd ARC Pn |
| Scottish Equitable Kames Strategic Bond (ARC) | Kms Strtgc Bd ARC Pn | Aegon AM Strategic Bond (ARC) | Aegon AM Strtgc Bd ARC Pn |
| Scottish Equitable Kames UK Opportunities (ARC) | Kms UK Opp ARC Pn | Aegon AM UK Opportunities (ARC) | Aegon AM UK Opp ARC Pn |
| Aegon Kames Absolute Return Bond (AOR) | Aegon KamesAbRBdPn AOR | Aegon AM Absolute Return Bond (AOR) | Aegon AM AbRBdPn AOR |
| Aegon Kames Ethical Equity (AOR) | Aegon KamesEticlEqPn AOR | Aegon AM Ethical Equity (AOR) | Aegon AM EticlEqPn AOR |
| Aegon Kames Global Equity Income (AOR) | Aegon KamesGblEqInPn AOR | Aegon AM Global Equity Income (AOR) | Aegon AM GblEqInPn AOR |
| Aegon Kames Property Income (AOR) | Aegon KamesProIncPn AOR | Aegon AM Property Income (AOR) | Aegon AM ProIncPn AOR |
| Aegon Kames UK Equity (AOR) | Aegon Kames UK EqPn AOR | Aegon AM UK Equity (AOR) | Aegon AM UK EqPn AOR |
Target Plan
| Existing fund name before 7 September 2020 | New fund name from 7 September 2020 |
| Aegon Kames Ethical Equity (BLK) fund | Aegon AM Ethical Equity (BLK) fund |
| Aegon Kames Absolute Return Bond (BLK) fund | Aegon AM Absolute Return Bond (BLK) fund |
What 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.
