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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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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)
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東京都千代田区霞が関3-3-2
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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.
Therefore, no rights may be derived from the provided data and calculations.
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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.
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* as at 30 June 2020
Aegon Asset Management UK offer a broad range of strategies within the equities space.
We believe that sustainability analysis is a strong source of investment alpha and use it as a core tool within our fundamental research process. We do not apply thematic filters at the outset of the process, seeking instead to identify sustainability alpha through bottom up fundamental analysis.
Our Global Equities team uncovers stock picking ideas and works collaboratively with our ESG Research team. The ESG Research team is responsible for the sustainability analysis of all of the companies we invest in and assesses each one on three dimensions of sustainability:
Products | The nature of the products and services that a company provides (what a company does) |
Practices | Operational practices and standards (how a company does it). |
Improvement | Whether it has a track record of improvement or has meaningful ambitions to improve. |
Only companies designated as sustainability ‘leaders’ or ‘improvers’ in sustainability are considered for inclusion in the portfolio. Alpha is driven by high weighting to Improvers.
A portfolio of UK stocks that excludes companies engaged in unethical activities and integrates ESG considerations in bottom up analysis.
The exclusions the managers apply are informed by our engagement with clients to understand their concerns and the experience we have gained during 30 years of managing ethical strategies. Although the fund does not apply any positive screening criteria, it may invest in themes that could be considered socially responsible, like alternative energy or social housing companies, but only when these companies pass the initial exclusion criteria.
We use both external screening databases and in-house research to ensure the companies in our ethical universe are suitable for investment. The following table shows our exclusion criteria:
Animal welfare |
X Provide animal testing services or manufacture or sell animal-tested cosmetics or pharmaceuticals. X Have any involvement in intensive farming. X Operate abattoirs or slaughterhouse facilities. X Are producers or retailers of meat, poultry, fish or dairy products or slaughterhouse by-products. |
Military |
X Manufacture armaments, nuclear weapons or associated strategic products. |
Nuclear power |
X Own, operate or provide critical services to nuclear facilities. |
Environment |
X Are involved in activities which are commonly held to be environmentally unsound, including manufacturers of PVC, ozone depleting chemicals and hazardous pesticides. X Are in breach of internationally recognised conventions on biodiversity and companies in energy intensive industries which are not tackling the issue of climate change. |
Political donations |
X Have made political donations of more than £25,000 in the past 12 months. |
Genetic engineering |
X Have patented genes. |
Gambling |
X Have investments in betting shops, casinos or amusement arcades accounting for more than 10% of their total business. |
Alcohol |
X Derive more than 10% of their total business through involvement in brewing, distillation or sale of alcoholic drinks. |
Tobacco |
X Derive more than 10% of their business from the growing, processing or sale of tobacco products. |
Pornography |
X Provide adult entertainment services. |
Banks |
X Are corporate or international banks with exposure to large corporate or Third World debt. |
Oppresive regimes |
X Operate in countries with poor human rights records, and which have no established management policies on human rights issues. |