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Tuesday, April 15, 2025

Aegon to launch trio of LTAFs


Aegon has acquired regulatory approval to launch three long-term asset funds (LTAFs).

The three funds will present publicity to personal markets for the 700,000 savers within the agency’s largest default fund, the Common Balanced Assortment.

Final month, Aegon introduced that its first LTAF – the CG Aegon AM Non-public Credit score LTAF – had been granted regulatory approval by the Monetary Conduct Authority (FCA). The FCA has now greenlit one other two LTAFs.

From the second half of this yr, Aegon’s purchasers may have entry to Aegon Asset Administration’s non-public credit score LTAF, which invests in company lending, fund financing, insured credit score, renewables and asset-backed finance.

The opposite LTAF will even be obtainable later this yr. It should observe JP Morgan Asset Administration’s bespoke technique, which leverages the agency’s options platform and affords publicity to personal markets  by non-public fairness, infrastructure, transportation and forestry investments.

Learn extra: Aegon AM non-public credit score LTAF positive factors regulatory inexperienced mild

“The success in receiving authorisation for all three LTAF’s marks actual progress in providing our office pension members entry to the very best obtainable asset courses, which are in keeping with our goal to offer higher outcomes and worth,” mentioned Lorna Blyth, managing director of funding proposition at Aegon UK.

“This tangible motion is in keeping with authorities goals and can enable members to share within the successes of development firms, in addition to the upper returns anticipated from different different investments.

Learn extra: Aegon provides non-public markets to £12bn office default fund

“Our journey doesn’t finish right here – subsequent up is our cornerstone funding into the British Development Partnership, topic to regulatory approval, which can faucet into the total business potential of world-class breakthrough know-how firms primarily based right here within the UK.

“We’re dedicated to sustaining our place as leaders in funding innovation, utilizing our scale to entry new asset courses and drive higher member outcomes.”

Learn extra: M&G authorised to launch non-public credit score LTAF



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