Valuation focus drives returns for Aegon UK Opps

Aegon's high conviction UK Opportunities portfolio has outperformed UK All Companies sector since launch with focus on fundamental analysis

Aegon UK Opportunities was launched three years ago as a high conviction portfolio to group the best ideas selected by the UK equity team. Since then, the £40.8m fund has returned top-quartile figures and has outperformed the UK All Companies sector by 12.45% since launch, according to Morningstar. It was launched with Audrey Ryan as lead manager after she produced successful numbers on the Ethical Equity fund. Peter Shaw supported until he was made co-manager in July. Team and process There are 11 members of the UK equity team, including Ryan and Shaw, and Peter Adams, manager o...