Aegon UK launches range of risk-managed portfolios

Six portfolios corresponding to risk levels

James Baxter-Derrington
clock
Richard Whitehall will manage the new funds
Image:

Richard Whitehall will manage the new funds

Aegon UK is expanding its multi-wrapper investment range with the launch of six risk-managed multi-asset portfolios.

The portfolios, named LF Aegon Risk-Managed, will have risk ratings from one to six, which corresponds with the name, and varies from a majority bond holding with some equities and cash at the lowest end of risk, through to a near entire equities fund, with a small bond allocation and minimal cash. Aegon makes hires and promotions in responsible investment team The funds will be managed by Richard Whitehall, head of portfolio management at Aegon, working alongside Morningstar to determine the "optimal asset allocation" for each product. BlackRock will be the primary provider of the...

To continue reading this article...

Join Investment Week

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Funds

Bestinvest's bi-annual Spot the Dog finds over £45bn is still in underperforming portfolios

Bestinvest's Spot the Dog finds fewest underperformers in six years

Number of dog funds more than halves

clock 08 August 2022 • 4 min read
The £237m Baillie Gifford British Smaller Companies Fund was rated as not providing value.

Baillie Gifford UK equity strategies suffer low ratings in AoV

One red and four amber funds

clock 08 August 2022 • 2 min read
Royal London group chief executive Barry O'Dwyer

RLAM AUM shrinks 9% in H1 but sustainable funds remain popular

9% decline in AUM

clock 05 August 2022 • 2 min read
Trustpilot