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The information in this website is based on our understanding of the current and historical positions of the markets. The views expressed is provided for reference only and should not be interpreted as recommendations or advice.
Past performance is not a guide to future performance. The value of investments and the income from them may go down as well as up and is not guaranteed.
The content of this website is accurate at the time of writing but can be subject to change without notification. Although this information is composed with great care and we strive to ensure accuracy, completeness and correctness of the information, imperfections due to human errors may occur, as a result of which presented data and calculations may differ.
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Aegon Asset Management (Asia) Limited is regulated by the Securities and Futures Commission of Hong Kong. However, the contents of this website have not been reviewed by the SFC. No action has been taken in Hong Kong to permit the distribution of the content of this website.
The information in this website is based on our understanding of the current and historical positions of the markets. The views expressed is provided for reference only and should not be interpreted as recommendations or advice.
Past performance is not a guide to future performance. The value of investments and the income from them may go down as well as up and is not guaranteed.
The content of this website is accurate at the time of writing but can be subject to change without notification. Although this information is composed with great care and we strive to ensure accuracy, completeness and correctness of the information, imperfections due to human errors may occur, as a result of which presented data and calculations may differ.
Therefore, no rights may be derived from the provided data and calculations.
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金融商品取引業者 関東財務局長(金商)第3009号
加入協会 一般社団法人日本投資顧問業協会
エイゴン アセットマネジメント パンヨーロップ ビーブイ (日本支店)
〒100-0013
東京都千代田区霞が関3-3-2
新霞が関ビルディング20階
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Aegon Asset Management US is registered in Korea as a CB-DIM. However, Aegon Asset Management US may delegate management of certain strategies to the unregistered Aegon Asset Management affiliates listed herein as permitted under Korean law.
The information in this website is based on our understanding of the current and historical positions of the markets. The views expressed is provided for reference only and should not be interpreted as recommendations or advice.
Past performance is not a guide to future performance. The value of investments and the income from them may go down as well as up and is not guaranteed.
The content of this website is accurate at the time of writing but can be subject to change without notification. Although this information is composed with great care and we strive to ensure accuracy, completeness and correctness of the information, imperfections due to human errors may occur, as a result of which presented data and calculations may differ.
Therefore, no rights may be derived from the provided data and calculations.
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Neither Aegon Asset Management nor any of its affiliates are registered in Taiwan and may not sell, issue or offer any products or services while in Taiwan. No person or entity in Taiwan has been authorized to give advice regarding or otherwise intermediate any offering or sale of a financial product or service in Taiwan. The information contained in this website is for informational purposes.
The contents of this website have not been reviewed by any regulatory authority in Taiwan. No action has been taken in Taiwan to permit the distribution of the content of this website.
The information in this website is based on our understanding of the current and historical positions of the markets. The views expressed is provided for reference only and should not be interpreted as recommendations or advice.
Past performance is not a guide to future performance. The value of investments and the income from them may go down as well as up and is not guaranteed.
The content of this website is accurate at the time of writing but can be subject to change without notification. Although this information is composed with great care and we strive to ensure accuracy, completeness and correctness of the information, imperfections due to human errors may occur, as a result of which presented data and calculations may differ.
Therefore, no rights may be derived from the provided data and calculations.
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I confirm that I am a Professional Investor based in the Spain.
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I confirm that I am a Professional Investor based in the Sweden.
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I confirm that I am a Professional Investor based in the Switzerland.
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Risk Warning
Capital at risk. The value of investments may go up or down and is not guaranteed.
If you are a retail investor, we recommend that you seek qualified financial advice before making any investment decisions.
You can get the current prospectuses, accounts, important information for investors and fund prices at https://www.fundinfo.com. Please click the accept button and select the county in which you live and identify yourself as a private investor.
Risk notice - Capital risk. The value of investments can go down as well as up and is not guaranteed.
I confirm that I am a Professional Investor based in the United Kingdom.
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Risk Warning
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I confirm that I am a Professional Investor based in the United Kingdom.
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Risk Warning
Capital at risk. The value of investments may go up or down and is not guaranteed.
I confirm that I am a Individual Investor based in the United Kingdom.
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I confirm that I am a Institutional Investor based in the United States.
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Risk Warning
Capital at risk. The value of investments may go up or down and is not guaranteed.
Source: SG Cross Asset Research/Equity Quant, MSCI, Thomson Financial Datastream, December 2018.
Aegon Asset Management UK offer a broad range of strategies within the income space.
Premium income with long-term capital appreciation. This is a high conviction and extremely liquid portfolio of 40-50 companies able to deliver sustainable and growing dividend income streams. The strategy draws on the ideas and insights of our entire equity team and is unconstrained by any country or sector limits.
Generates alpha beyond traditional income stocks. There are three principal types of stocks we are seeking to identify – ‘Compounders’, ‘Hoarders’ and ‘De-equitisers’.
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Strategic Allocation
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Compounders |
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Hoarders |
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Tactical Allocation | De-Equitisers |
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We focus on active income stock-picking not just on quality ‘Compounder’ stocks. As active managers we also seek dividends in ‘Hoarders’ and ‘De-equitisers’ which represent a large proportion of the portfolio. This helps us generate alpha beyond traditional income stocks by adding a cyclical and growth element to the fund.
The strategy seeks to invest in UK companies that can offer growing dividends and an income return in excess of the weighted market average.
At least 80% of the portfolio is invested in equities of companies listed, quoted or traded in UK markets or which have their headquarters or a significant part of their activities in the UK but may also be quoted on a regulated market outside of the UK.