Aegon Diversified Monthly Income

A multi-asset fund seeking to provide a steady and rising level of income with the potential for some capital growth. Watch the Talking Factsheet for the Aegon Diversified Monthly Income fund with Alex Farlow, Head of Risk Based Solutions Research.

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The Talking Factsheets videos are an innovative way to bring the factsheets to life, combining Square Mile’s independent, qualitative fund research with accessible video content. The aim is to give advisers and financial institutions further depth to their research and help them make informed decisions.

Square Mile typically rate between 250 to 300 funds from a universe of around 2,800 funds. The ratings process is fuelled by a qualitative approach that focuses on the fundamentals: manager and environment, investment philosophy and objectives, investment process, portfolio construction, management of risk and value for money.

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