Aegon's UK Equity fund has been upgraded to a 'AA' rating by Old Broad Street Research.
The £186.1m fund is managed by head of UK equity Stephen Adams and ranked top quartile over one, three and five years. The upgrade means Aegon has three of its UK equity funds rated as 'AA', including the £221.3m Ethical Equity and £46.8m UK Opportunities portfolios, both managed by Audrey Ryan. It now has a total of 12 UK equity and fixed income retail funds rated ‘A' or higher by OBSR. "This latest rating underlines the strength and consistency of performance of our UK equity team has delivered during one of the most traumatic economic times in a generation," Aegon head of retail fu...
To continue reading this article...
Join Investment Week for free
Signup and gain exclusive members-only insights - all free of charge!
- 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
