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) | 156 GBP (27/02/2026) |
| Fund size (mil) | 171 GBP (27/02/2026) |
Morningstar style box TM
Fixed income style
Credit qualityLarge
Mid
Small
Value
Blend
Growth
Interest rate sensit
Top 10 holdings
| Assets in top 10 holdings % | 23.69 |
| Total number of equity holdings | 50 |
| Total number of bond holdings | 92 |
| Holdings 31/12/2025 | % of assets |
|---|---|
| NatWest Group PLC | 3.09 |
| National Grid PLC | 2.89 |
| RELX PLC | 2.49 |
| SSE PLC | 2.37 |
| Prudential PLC | 2.31 |
| London Stock Exchange Group PLC | 2.28 |
| Deutsche Bahn Finance GmbH (Berlin) 3.125% | 2.25 |
| Diploma PLC | 2.08 |
| Volution Group PLC | 2.02 |
| Informa PLC | 1.90 |