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Aegon Asset Management – Equity High Alpha Fund

Aegon Asset Management

Equity High Alpha Fund

Type: Pooled pension fund

Aim: For institutional investors looking to maximise total return (income plus capital) by investing in an actively managed portfolio of equities and equity type securities in companies based in the UK, principally conducting business in the UK or listed on the UK stock market

Minimum investment: Lump sums only no minimum

Benchmark: Outperform the FTSE All Share by 4% per annum over rolling 3-year period

Isa link: No

Charges: Annual management charge 0.6%

Commission: None, fee adviser

Tel: 0207 200 2506



Mitigating circumstances

In the last tax year, alongside income tax bills, £5.3bn was paid in capital gains tax and £3.8bn in inheritance tax.

HMRC helping to remove artificial gains

An investment bond offers investors certain tax advantages, one of which is the ability to take partial surrenders from the investment. This facility allows the policyholder to withdraw amounts up to 5% of the amount invested each policy year on a tax deferred basis, without incurring any immediate tax liability. This tax deferred allowance can […]


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