WS Aegon Investments ICVC II - WS Aegon Risk-Managed Fund 4 A Income

The fund aims to achieve capital growth over any 5-year period while keeping investment risk at level 4 on a scale of 1-6. There is no guarantee that the objective will be met, and investors may get back less than they invest.

The fund invests in equities (company shares) between 50% and 80%, corporate and government bonds between 0% and 50%, and money-market funds between 0% and 24%. The fund is actively managed and can invest across different geographic areas and industry sectors without limitation.

The fund's risk level is managed by varying the weights of the asset classes, and the expected volatility of the fund will be within a range of 10% to 14.5%. However, there is no guarantee that the fund will remain within the expected volatility range, and meeting the risk level restrictions may limit capital growth.

https://www.aegon.co.uk/adviser/investments/investments-for-individual-clients/multi-asset-solutions