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You are here: Manager factsheet

Aegon’s Portfolio Management Team
Aegon Investments Limited
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Manager profile
The fund is managed by Aegon’s Portfolio Management Team, headed by Anthony McDonald. Anthony joined Aegon in 2018 from City Financial, where he worked on the group’s multi-asset mandates, including launching and managing a range of risk-targeted model portfolios. He has worked in the investment industry since 2007.
Total return for Aegon’s Portfolio Management Team
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Aegon’s Portfolio Management Team

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Aegon’s Portfolio Management Team 14.6 2.3 -8.8 12.9 -1.6 - - - - -
Peer Group Composite 14.7 2.0 -10.5 15.4 -0.6 - - - - -
Over / Under -0.1 0.3 1.7 -2.5 -1.0 - - - - -
Performance vs peer group composite: Aegon’s Portfolio Management Team
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
2 years
out of a possible 5
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 5
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
WS Aegon Multi-Asset 1 Lead manager UT Mixed Investment 0-35% Shares since Mar 01 2023 to present
WS Aegon Multi-Asset 2 Lead manager UT Mixed Investment 0-35% Shares since Mar 01 2023 to present
WS Aegon Multi-Asset 3 Lead manager UT Mixed Investment 20-60% Shares since Mar 01 2023 to present
WS Aegon Multi-Asset 4 Lead manager UT Mixed Investment 40-85% Shares since Mar 01 2023 to present
WS Aegon Multi-Asset 5 Lead manager UT Mixed Investment 40-85% Shares since Mar 01 2023 to present
WS Aegon Multi-Asset Income 2 Lead manager UT Mixed Investment 0-35% Shares since Mar 01 2023 to present
WS Aegon Multi-Asset Income 3 Lead manager UT Mixed Investment 20-60% Shares since Mar 01 2023 to present
WS Aegon Risk-Managed 1 Lead manager UT Volatility Managed since Mar 01 2023 to present
WS Aegon Risk-Managed 2 Lead manager UT Volatility Managed since Mar 01 2023 to present
WS Aegon Risk-Managed 3 Lead manager UT Volatility Managed since Mar 01 2023 to present
WS Aegon Risk-Managed 4 Lead manager UT Volatility Managed since Mar 01 2023 to present
WS Aegon Risk-Managed 5 Lead manager UT Volatility Managed since Mar 01 2023 to present
WS Aegon Risk-Managed 6 Lead manager UT Volatility Managed since Mar 01 2023 to present
Funds managed previously
Fund Periods
WS Aegon Multi-Asset 1 since May 08 2019 to Feb 28 2023
WS Aegon Multi-Asset 2 since May 08 2019 to Feb 28 2023
WS Aegon Multi-Asset 3 since May 08 2019 to Feb 28 2023
WS Aegon Multi-Asset 4 since May 08 2019 to Feb 28 2023
WS Aegon Multi-Asset 5 since May 08 2019 to Feb 28 2023
WS Aegon Multi-Asset Income 2 since May 08 2019 to Feb 28 2023
WS Aegon Multi-Asset Income 3 since May 08 2019 to Feb 28 2023
WS Aegon Risk-Managed 1 since Jul 07 2020 to Feb 28 2023
WS Aegon Risk-Managed 2 since Jul 07 2020 to Feb 28 2023
WS Aegon Risk-Managed 3 since Jul 07 2020 to Feb 28 2023
WS Aegon Risk-Managed 4 since Jul 07 2020 to Feb 28 2023
WS Aegon Risk-Managed 5 since Jul 07 2020 to Feb 28 2023
WS Aegon Risk-Managed 6 since Jul 07 2020 to Feb 28 2023
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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