Aegon Launches New Stability Fund

by | Feb 4, 2015

Share this article

Facebook Open Graph

Aegon has launched a stability fund which is focussed on capital preservation.

Aegon believes that more people within the pre-retirement population will want investments which aim to preserve pension savings while offering potential for growth, especially in a continuing post-risk aversion crisis.

The fund has been created using funds from managers Fulcrum, Jupiter, Kames Capital and Newton. It aims to limit falls in negative markets and target long-term returns exceeding cash, specifically 3 month LIBOR rates.


It holds an equal mix of four carefully selected funds: – Fulcrum Diversified Core Absolute Return, the Jupiter Strategic Reserve, Newton Global Dynamic Bond, and Kames UK Equity Absolute Return.

Investment Director at Aegon Nick Dixon said: “From April 2015, people will have a lot more control over how they manage their money in retirement. This fund will benefit those savers who want to preserve their hard-earned savings pot and are looking for a straightforward solution, conveniently packaged within one fund.

“We’ve carefully selected four quality funds for this portfolio which have complementary risk/return profiles, high levels of liquidity, and investment strategies which focus on minimising market losses. The diversification provided by blending these four managers reduces risk while offering the prospect of growth in excess of cash over the long term. We are confident that this blended approach will offer both reassurance and growth to savers wary of the downside risks of investing their retirement savings.”


Aegon is a brand name of Scottish Equitable plc and offers investment and protection solutions for around two million individual and workplace customers. As at 31 December 2013, customers’ investments totalled £57 billion.

Share this article

Related articles

NS&I back in favour and mortgage market hits seven-year low

NS&I back in favour and mortgage market hits seven-year low

Laura Suter, head of personal finance at AJ Bell, comments on the Bank of England’s Money and Credit figures for February. She said: “Mortgage lending hit its lowest levels in seven years, if you disregard Covid times, as the housing market shows the first signs of an...

Trending articles

IFA Talk logo

IFA Talk is our flagship podcast, designed to fit perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.

IFA Talk Podcast - listen to the latest episode