WS Aegon Investments ICVC II - WS Aegon Risk-Managed Fund 5 A Income

The WS Aegon Risk-Managed 5 Fund primarily invests about 80% of its portfolio in equities, including company shares and property-related securities, and around 20% in corporate and government bonds, focusing mainly on high-quality investment-grade bonds with very little in lower-grade bonds. While it can allocate up to 35% to bonds and up to 22% to money-market funds, it typically maintains most of its assets in stocks and stable bonds. The fund uses passively managed funds that track market indices to build a diversified and balanced portfolio aimed at achieving capital growth over five-year periods.