What is the strategic asset allocation for the MI Savings funds?

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The current strategic asset allocation of the MI Savings funds and the underlying BlackRock Volatility Strategy funds is shown in the table below.

Aegon’s MI Savings/BlackRock Volatility Strategy fund

Global property

Global government bonds

Global corporate bonds

Global equities

Aegon’s MI Savings (L)/ BlackRock Volatility Strategy I

0-10%

15-30%

15-30%

40-60%

Aegon’s MI Savings (M)/ BlackRock Volatility Strategy II

0-10%

10-20%

10-20%

50-70%

Aegon’s MI Savings (H)/ BlackRock Volatility Strategy III

0-10%

5-15%

5-15%

60-80%

BlackRock Volatility Strategy IV*

0-10%

0-10%

0-10%

70-90%

Through the ARC SIPP, you have the choice of investing in Aegon’s insured version of the fund or you can invest directly in the underlying BlackRock fund. If you’re an ISA or GIA investor, you can’t invest in the MI Savings version of the funds.

Asset allocation (the mix of investments) is the main way these funds manage risk and the most important. The mix is selected by BlackRock with the aim of meeting each fund’s volatility target, and is reviewed regularly.

*There is no MI Savings fund for BlackRock Volatility Strategy IV.

Find out more about Aegon’s MI Savings funds.