The Aegon Prism Pension Fund range is available exclusively through Aegon’s ARC platform. Prism Investments provides the asset allocation model and oversight for all the Aegon Prism Pension Funds.
Aegon Prism Global Fixed Income
This fund does not contain any exposure to equities (company shares) and is therefore considered lower risk than the Aegon Prism Multi-Asset funds.
The fund invests in a range of UK and overseas corporate and government bonds. It can also invest in cash. The fund gets its exposure to these investments mainly through passively managed funds, which means returns (both positive and negative) should be similar to those of the various markets they invest in.
For more details, including past performance, download the fund factsheet.
Aegon Prism Multi-Asset 1
This is the lowest risk fund in the Aegon Prism Multi-Asset range where 1 is the lowest and 5 is the highest.
The fund invests mainly in a range of UK and overseas corporate and government bonds as well as some equities (company shares). It can also invest in cash. The fund gets its exposure to these investments mainly through passively managed funds, which means returns (both positive and negative) should be similar to those of the various markets they invest in.
For more details, including past performance, download the fund factsheet.
Aegon Prism Multi-Asset 2
This is at the lower end of the Aegon Prism Multi-Asset range where 1 is the lowest risk and 5 is the highest.
The fund typically invests in a mix of global equities (company shares) as well as a range of UK and overseas government and corporate bonds. It can also invest in cash. The fund gets its exposure to these investments mainly through passively managed funds, which means returns (both positive and negative) should be similar to those of the various markets they invest in.
For more details, including past performance, download the fund factsheet.
Aegon Prism Multi-Asset 3
This sits in the middle of the Aegon Prism Multi-Asset range where 1 is the lowest risk and 5 is the highest.
The fund invests mainly in global equities (company shares) as well as a range of UK and overseas government and corporate bonds. It can also invest in cash. The fund gets its exposure to these investments mainly through passively managed funds, which means returns (both positive and negative) should be similar to those of the various markets they invest in.
For more details, including past performance, download the fund factsheet.
Aegon Prism Multi-Asset 4
This fund sits at the higher end of the Aegon Prism Multi-Asset range where 1 is the lowest risk and 5 is the highest.
The fund typically invests in global equities (company shares) as well as to a lesser extent in UK and overseas government and corporate bonds. It can also invest in cash. The fund gets its exposure to these investments mainly through passively managed funds, which means returns (both positive and negative) should be similar to those of the various markets they invest in.
For more details, including past performance, download the fund factsheet.
Aegon Prism Multi-Asset 5
This fund is the highest risk fund in the Aegon Prism Multi-Asset range where 1 is the lowest risk and 5 is the highest.
The fund typically invests in higher risk investments such as global equities (company shares). It can also invest in cash. The fund gets its exposure to these investments mainly through passively managed funds, which means returns (both positive and negative) should be similar to those of the various markets they invest in.
For more details, including past performance, download the fund factsheet.
