WS Aegon Multi-Asset 5 Fund A Accumulation

The fund aims to provide capital growth in excess of its target benchmark over a rolling five-year period while keeping investment risk at level 5 on a scale of 1-5. There is no guarantee that the objective will be met, and the value of the investment may fluctuate.

The fund is exposed to a mix of asset classes, including equities (company shares), corporate and government bonds, and money-market funds. The fund typically holds around 20% in equities, 67% in bonds, and 13% in money-market funds. The asset mix is regularly reviewed and adjusted to manage risk and volatility within a specific range.

Investors should be aware that the value of the investment may go down as well as up, and they may get back less than they initially invested. Additionally, the fund may not be suitable for investors planning to withdraw their money within 5 years due to the potential fluctuations in value.

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