We provide investments based on a fundamental set of beliefs. These beliefs help us define our investment offering, making sure you have all the essential elements you need to create a flexible, scalable investment proposition that meets, and evolves with, the needs of your clients.
We believe choice is important
Advisers know their business, and their clients, best. Our investment proposition aims to complement advisers’ business models by catering for a wide variety of client needs. This means providing a broad choice of investments and the tools needed to build appropriate client portfolios.
Multi-asset solutions are key
While some investors want a more bespoke approach, we believe others prefer the simplicity of ready-made multi-asset solutions, run and governed by experts. We’re committed to providing high quality, value for money solutions for advised, workplace and individual savers and will only add complexity where we believe it benefits investors.
We invest for the long term
We aim to provide a lifetime of financial security for customers, so we have a long-term horizon when it comes to investing. This means we aim to offer growth and income solutions that meet the long-term needs and aspirations of our customers.
We're responsible investors
We believe that all companies should be run on responsible, sustainable principles, not just to survive but to thrive. For Aegon funds, we ensure that the underlying fund managers apply the UK Stewardship Code and are signed up to the UN Principles for Responsible Investment, which works to incorporate environmental, social and governance (ESG) factors into investment and ownership decisions.
Some firms prefer the simplicity of using ready-made investment portfolios, governed and managed by experts. So, at the heart of our investment offering, we have a range of six Risk-Managed Portfolios designed to suit different client risk preferences.
The value of investments can go down as well as up and investors may get back less than they invest.