Update to the Aegon Jupiter Ecology (BLK) fund benchmark

Fund_Update.jpg

From 31 May 2022, we’re updating the benchmark for the Aegon Jupiter Ecology (BLK) fund.

Nothing else about the fund will change as a result of this; for example, the fund’s objective, TargetPlan risk profile and fund manager will all remain the same.

The change in more detail

The underlying fund manager, Jupiter, has advised that it’s recently updated the underlying fund benchmark to the MSCI All Country World Index.

To ensure consistency with the underlying fund, we’re updating our version of the fund. Details can be found below:

Old fund benchmark

  • FTSE World Index

New fund benchmark

  • MSCI All Country World Index

What this means for you

Investors will start to notice the update on their statements, in our literature and on our website from 31 May 2022. The change will be implemented gradually, so investors may notice both the old and new information in use for a time.

For more information on this fund you can view the fund factsheet via the ‘Fund prices and performance page’ and selecting ‘TargetPlan funds’.

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 visit moneyhelper.org.uk/choosing-a-financial-adviser to find the right one for you.