11 Mar 2010
AEGON Asset Management is offering ‘Foundation’ investors in its AEGON Global Opportunities Fund a discount on its annual management charge for two years.
The incentive which reduces the annual management charge to 0.3%, applies to initial or ‘Foundation’ investors in the newly launched fund, while its assets under management are less than €150 million.
The AEGON Global Opportunities Fund aims to provide institutional and professional retail investors with competitive absolute returns from a diversified global portfolio. Managed by Olaf van den Heuvel, the fund has a discretionary global macro strategy investing in derivative and non derivative assets.
The aim of the ‘Foundation’ incentive is to build momentum in the fund which was launched at the beginning of the year. To qualify for ‘Foundation’ status investors must invest in the fund before its assets under management reach €150m. Multiple investments by the same investor prior to the fund reaching €150m will qualify for the scheme, but investments made after it reaches €150m will not.
The AEGON Global Opportunities Fund is a Dublin registered UCITS III fund, which is available to investors in Ireland, the Netherlands, the UK and going forward across Europe.
Its launch marked the integration of AEGON’s asset management businesses across the world, and this fund brings together the investment management expertise of the teams in the Netherlands and the UK.
The incentive which reduces the annual management charge to 0.3%, applies to initial or ‘Foundation’ investors in the newly launched fund, while its assets under management are less than €150 million.
The AEGON Global Opportunities Fund aims to provide institutional and professional retail investors with competitive absolute returns from a diversified global portfolio. Managed by Olaf van den Heuvel, the fund has a discretionary global macro strategy investing in derivative and non derivative assets.
The aim of the ‘Foundation’ incentive is to build momentum in the fund which was launched at the beginning of the year. To qualify for ‘Foundation’ status investors must invest in the fund before its assets under management reach €150m. Multiple investments by the same investor prior to the fund reaching €150m will qualify for the scheme, but investments made after it reaches €150m will not.
The AEGON Global Opportunities Fund is a Dublin registered UCITS III fund, which is available to investors in Ireland, the Netherlands, the UK and going forward across Europe.
Its launch marked the integration of AEGON’s asset management businesses across the world, and this fund brings together the investment management expertise of the teams in the Netherlands and the UK.
AEGON Asset Management head of European distribution Martin Harris says: ‘Olaf and his team have a proven ability in implementing discretionary global macro strategies. The AEGON Global Opportunities Fund now offers this expertise to the wider market with the added incentive of an additional 70% discount on the annual management charge for initial investors.
