Sustainable Diversified Growth

The investment objective is to deliver a total return (capital growth plus income) that exceeds the UK Retail Prices Index by at least 4% per annum over any 5-year period. By investing in the fund, capital is at risk. There is no guarantee that the fund will deliver positive returns over this, or any, time period.

Overview

 

Strategy assets $833 million*
Strategy inception August 31, 2013
Co-managers Colin Dryburgh and Robert-Jan van der Mark
Investment Objective To maximise total return (income plus capital) at a lower risk than global equity markets by investing in a diversified portfolio of global assets.
Investment universe
  • Alternatives
  • Equities
  • Credit
  • Government bonds
  • Currency
  • Cash
Currency options GBP, USD, EUR

*as at June 30, 2021

 

The Strategy’s core ‘alternative’ investments are those which possess natural characteristics consistent with our investment objectives: attractive growth potential with low volatility.  We supplement these by investing in a diverse spread of additional investments – such as equities and bonds – which, when combined, match those characteristics.

 

Our principal equity exposures are to benchmark-agnostic sustainable growth and income strategies. All stocks are selected by members of our equity team based upon specific total return characteristics.  Our allocation to fixed income is highly selective, ranging from risk-diversifying positions in government bonds to higher-yielding credit positions.

 

Overall we seek to maintain a balanced portfolio, but are prepared to adjust our risk-positioning to reflect emerging opportunities and threats. 

Portfolio managers

Colin Dryburgh

Colin Dryburgh

Investment Manager, Multi-Asset Investing

Colin Dryburgh is an investment manager in the Multi-Asset Group.

Manager profile
Robert-Jan van der Mark

Robert-Jan van der Mark

Investment Manager, Multi-Asset Investing

Robert-Jan van der Mark joined Aegon Asset Management in 2006.

Manager profile