Aegon Ethical Cautious Managed GBP B Inc
This fund can be held in a Dealing accountStocks and shares ISALifetime ISAJISASIPPand can be used with Regular investment
Before investing please read:
Asset allocation %
Morningstar style box TM
Equity style
SizeLarge
Mid
Small
Value
Blend
Growth
Style
Size
| Share class size (mil) | 174 GBP (30/05/2025) |
| Fund size (mil) | 191 GBP (30/05/2025) |
Top 10 holdings
| Assets in top 10 holdings % | 21.29 |
| Total number of equity holdings | 52 |
| Total number of bond holdings | 95 |
| Holdings 30/04/2025 | % of assets |
|---|---|
| RELX PLC | 2.94 |
| London Stock Exchange Group PLC | 2.63 |
| NatWest Group PLC | 2.59 |
| National Grid PLC | 2.35 |
| SSE PLC | 2.21 |
| Experian PLC | 2.03 |
| Deutsche Bahn Finance GmbH (Berlin) 3.13% | 1.93 |
| Volution Group PLC | 1.65 |
| JTC PLC Ordinary Shares | 1.49 |
| Legal & General Group PLC | 1.48 |