Aegon launches Strategic Assets fund

clock

Aegon Asset Management is to unveil a multi-asset fund on 1 March aimed specifically at retail investors, targeting a 10% annual return in all market conditions.

The Aegon Strategic Assets fund will be jointly managed by William Dinning, the head of investment strategy, and Sean Flanagan from Aegon's multi-asset group. The fund will be a portfolio of largely long-only investments in real assets, comprising mainly equities and fixed income. Sitting within the IMA Cautious Managed Sector, the fund will invest based on themes and strategies developed by the multi-asset group, which manages a range of products including the Global Opportunities fund. Steve Kenny, head of sales retail, says: "The launch of Strategic Assets marks the next stage i...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Partner Insight: UK small-cap opportunities are 'The best for more than 30 years', Downing's Judith MacKenzie says

Partner Insight: UK small-cap opportunities are 'The best for more than 30 years', Downing's Judith MacKenzie says

Growing interest in IPOs and a surge in pension fund interest put UK small-caps on course for strong growth.

Judith Mackenzie, Partner and Head of Downing Fund Managers
clock 28 November 2025 • 4 min read
'It's been frantic – in a good way': Orbis' Matt Spencer on maintaining momentum

'It's been frantic – in a good way': Orbis' Matt Spencer on maintaining momentum

Advisers in the UK are ‘exceptionally high quality’

Jenna Brown
clock 25 November 2025 • 8 min read
Why 'bubble talk' doesn't always burst markets

Why 'bubble talk' doesn't always burst markets

What’s really driving recent returns?

Eleanor Ingilby
clock 20 November 2025 • 4 min read