Aegon Investment Grade Bond

Citicode
ER36
Launch Date
01-06-2006
Fund Size
£165,148,678
Yield
4.47%
Ongoing Charge
0.54%
Fund Managers
Alexander Pelteshki
Rory Sandilands
Benchmark: IA Sterling Corporate Bond
Investment
Aegon Investment Grade Bond
3 months
6 months
1 Year
3 years
5 years

Fund Objective

To invest primarily in investment grade and government bonds denominated in sterling and other currencies. The Fund may hold up to a maximum of 20% in high yield bonds. A minimum of 80% of the Fund will be hedged back into sterling. The Fund may also invest in derivative instruments and forward transactions.

Top 10 Holdings

Asset Class

Fund Manager

Alexander Pelteshki

Start Date

02-12-2024

Bio

Alexander Pelteshki, Investment Manager, is a member of the Multi-Sector portfolio management team. He specializes in top down asset allocation, global bonds, and corporate credit. He is a co-manager for our strategic bond and core plus strategies. Prior to his current role, Alexander worked for ING Financial Markets, where he was a publishing/lead equity analyst on the banks sector. Prior to that, Alexander was an equity trading analyst for UBS Wealth Management. He has been in the industry since 2007 and started with the firm in 2014. Alexander studied International Business Management at Dickinson College in the USA, and has an MBA degree from Erasmus University in Rotterdam.

Fund Manager

Rory Sandilands

Start Date

01-08-2019

Bio

Rory Sandilands is an investment manager within the Fixed Income team. He co-manages an absolute return bond fund, sterling corporate bond fund and sterling investment grade bond fund. Previously, Rory was a vice president in credit sales at Goldman Sachs. In addition, he has also worked in credit sales for Morgan Stanley and in fixed income sales for Merrill Lynch. He has extensive experience working with both cash bonds and derivative products across the full ratings spectrum. Rory holds an honours degree in Law with Accountancy from the University of Edinburgh. He has 20 years’ industry experience.

Data source:

All financial data is supplied by FE

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