Stat Watch: Aegon UK Equity

The Aegon UK Equity fund has bounced back following a long period of relative underperformance during...

The Aegon UK Equity fund has bounced back following a long period of relative underperformance during which there were a number of fund manager changes on the portfolio. The past 12 months saw the fund move up to top quartile in the UK All Companies sector, headed up by its latest manager Stephen Adams. Over a three-year cumulative basis, bid to bid, the fund ranked 108 out of 254 funds returning 61.0% compared to the sector’s 63.1%. However, over the shorter time frame, 12 months to 3 July, the portfolio is ranked 54 out of 291,  based on gains of  21.7% compared to the sector average’s 1...