Diversified Income

The Aegon Diversified Income Strategy2 aims to provide income and capital growth by investing in a multi-asset portfolio of yield-generating investments.

Overview

The strategy:

  • Targets a yield of 5% per annum;
  • Aims for growth of 2%-3% per annum to maintain the purchasing power of income; and
  • Is committed to providing a sustainable income by not paying out capital as income.

The strategy is actively managed by Aegon Aasset Management 14-strong Multi-Asset Team, which allocates to a diverse range of income assets.

 

Strategy assets USD 1,122 million*
Strategy inception June 30, 2013
Co-managers Vincent McEntegart and Jacob Vijverberg
Investment Objective To provide income with the potential for capital growth by investing in a diversified portfolio of global assets.
Benchmark The strategy is not constrained by a formal benchmark, providing the flexibility to pursue the most attractive income opportunities globally.
Investment universe
  • Fixed income
  • Equities
  • Listed real estate
  • Specialist income
  • Currency
  • Cash
Currency options GBP, USD, EUR

*as at 30 June 2020

Portfolio managers

Vincent McEntegart

Vincent McEntegart

Investment Manager, Multi-Asset Investing

Vincent McEntegart is an investment manager in our Multi-asset team with over 30 years’ industry experience.

Manager profile
Jacob Vijverberg

Jacob Vijverberg

Investment Manager, Multi-Asset Investing

Jacob Vijverberg joined the team in 2008.

Manager profile

1Aegon AM US

2Aegon AM UK

3Aegon Real Assets US 

4Aegon AM NL