Aegon UK Sustainable Opportunities Fund GBP B Acc

The fund aims to provide a combination of income and capital growth over any 7-year period.

The fund is invested in a concentrated portfolio of typically 35-45 stocks, with at least 80% consisting of UK equities. It can invest in companies of any market capitalization and industry sector, with a bias towards small to medium companies. The fund may also invest up to 20% in non-UK companies that meet predefined sustainability criteria.

Risks associated with this fund include market fluctuations, sustainability criteria not being met by invested companies, and potential currency risk due to non-Sterling exposure not typically being hedged back to Sterling.

https://www.aegonam.com/funds-resources/equity/aegon-uk-sustainable-opportunities-fund/