Dean Wetton Advisory AEGON ARC preferred funds
The preferred fund service is designed to help those members who would like to take an active role in selecting their pension investment funds, but find the full AEGON ARC range too large to be able to analyse themselves.
Welcome to the Dean Wetton Advisory preferred fund listings service for your AEGON ARC group personal pension plan.
This range of funds has been selected from the entire AEGON ARC range by Dean Wetton Advisory. Dean Wetton Advisory is an independent investment consultancy providing investment advice to pension schemes, insurers, charities and asset managers. Their services cover a wide range of advice from providing asset allocation and manager research and fund selection services to providing asset managers with strategic and product strategy advice.
Their remit is to select a range of funds across the major sectors and asset classes which they expect to be suitable as core holdings for a long term pension investor. Where more than one fund is selected in a sector the aim is for the funds to be complementary.
When Dean Wetton Advisory’s view of a particular fund within the preferred fund service changes this will be updated through this website and if you ensure your contact details are kept up to date with NFP we will also make contact with you when Dean Wetton Advisory’s view of a fund you invest in changes. However, it will be your responsibility to monitor the performance of the funds you have invested in and to make any relevant changes to your Aviva (Ex Friends Life) group personal pension plan.
Although Dean Wetton Advisory have taken time and care to select these funds this does not imply they will be the best performing funds available.
This service is designed to help those members looking to make their own investment choices, but a fund being selected for this service does not constitute a recommendation that you should invest in it. Please bear in mind that investments can go down as well as up.
List of funds
Active self-select recommendations
Fund Name |
Sector |
Comments |
Fact Sheet |
|---|---|---|---|
Aegon BNY Mellon Real Return (ARC) |
Multi Asset |
One of the longest-standing successful multi-asset strategies. The portfolio manager has delivered to mandate, even in tough periods, by investing predominantly in traditional equities and bonds. |
|
Aegon BNY Mellon UK Equity (ARC) |
UK Equity |
The fund aims to achieve capital growth and income from a portfolio of predominantly UK Securities. |
|
Aegon Strategic Bond B Acc |
Broad Bonds |
Aegon had been under pressure with several senior departures and mandate losses; however, existing resource remains among the best in industry. The team has stabilised, and flows have responded accordingly. |
|
BNY Mellon Long Term Global Equity Inst W Ac |
Global Equity |
The fund, managed by Walter Scott, aims to achieve long-term absolute return through investing primarily in quality global growth stocks. |
|
BNY Mellon Real Return Inst W Acc |
Multi Asset |
||
BNY Mellon UK Equity Inst W Acc |
UK Equity |
The Fund aims to achieve capital growth and income over the long term (5 years or more). |
|
Dimensional Global Small Cos Acc |
Small Cap (if no Global then UK) |
The fund aims to achieve long-term capital appreciation through investing in securities of companies traded in global developed countries which the Investment Manager deems eligible small companies based on market capitalisation. |
|
Ethical (ARC) Pension |
Ethical |
Provides the investor with an actively managed strategy with an ethical objective. |
|
JPM Emerging Markets B Acc |
EM Equity |
JP Morgan, as a superior global asset manager, has well-established emerging markets equity teams with a time-honoured, long-term growth process. We consider they can handle scale better than many peers. |
Passive self-select recommendations
Fund Name |
Sector |
Comments |
Fact Sheet |
|
|---|---|---|---|---|
Aegon Blackrock Consensus (ARC) Pension |
Multi Asset |
Provides the investor with a cost-effective pension product that reflects the consensus view of how other investors are investing. BlackRock are a world leader in passive investment. |
||
Aegon HSBC Life Islamic Global Equity ARC Pension |
Islamic |
Provides the investor with cost-effective exposure to a broad basket of emerging market equities. BlackRock are a world leader in passive investment. |
||
Global Equity Tracker (ARC) Pension |
Global Equity |
Provides the investor with cost-effective exposure to a broad basket of global market equities. |
||
L&G Global Emerging Markets Index C Acc |
EM Equity |
The Fund provides growth by tracking the capital performance of the FTSE Emerging Index. |
||
L&G MSCI World Socially Responsible Investment (SRI) Index I ACC (formerly L&G Ethical Trust I Acc) |
Ethical |
The objective of the Fund is to provide growth by tracking the performance of the MSCI World SRI Index. Please note, from 28 January 2021 the Fund’s benchmark changed to the MSCI World SRI Index. The Fund’s name and Valuation point also changed |
||
UK Index Tracker (ARC) |
|
The fund aims to achieve capital growth for investors by tracking closely the performance of the FTSE All Share index by investing in companies in the Index. |
||
Vanguard Global Small Cap Index Acc |
Small Cap |
The Fund seeks to provide long term growth of capital by tracking the performance of the Morgan Stanley Capital International (MSCI) Small Cap World Index, a market capitalisation weighted index of small cap companies in developed countries. |
Last updated: 02/07/2024 - Last reviewed: 02/07/2024
Information
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The preferred investment funds listings information contained within this website has been delivered by NFP in partnership with Dean Wetton Advisory and AEGON ARC.
The content of this website is provided for information and guidance only and therefore does not represent investment advice nor should it be construed as such. The content should not be viewed as financial advice, but is intended to provide an overview of possible considerations or options.
It is important for you to appreciate that the selection of investment fund(s) included on preferred listings may not necessarily be the best long term solution to meet your personal needs and as such this is not a recommendation that this is the most suitable option for you to choose. Clearly this option will not have taken account of your personal circumstances, needs and objectives, as well as your individual experience of investments and your attitude to risk.
Please note that past investment performance is not a guide to future investment performance. Potential for profit is accompanied by the possibility of loss. The value of investment funds and the income from them may go down as well as up and investors may not get back the original amount invested.
NFP Benefit Consultants Limited is authorised and regulated by the Financial Conduct Authority. Registration number: 518520. Registered office: 14 Caroline Point, 62 Caroline Street, Birmingham, B3 1UF. Registered in England and Wales No: 06532473
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If you are in any doubt as to how the content of this website impacts upon your own situation or circumstances you should seek financial advice.
The Financial Conduct Authority does not regulate some forms of auto-enrolment, some pension communications and some pension governance.
Neither Johnson Fleming or NFP are authorised as tax advisers, employment law specialists or advisers to pension scheme trustees.
NFP Benefit Consultants Limited is authorised and regulated by the Financial Conduct Authority. Registration number: 518520. Registered office: 14 Caroline Point, 62 Caroline Street, Birmingham, B3 1UF. Registered in England and Wales No: 06532473.
If you are in any doubt as to how the content of this website impacts upon your own situation or circumstances you should seek financial advice.
The Financial Conduct Authority does not regulate some forms of auto-enrolment, some pension communications and some pension governance.
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