|Aegon AM US High Yield ESG Overview
Outperform the benchmark over a full credit cycle with a focus on investments with a favorable ESG profile
Bloomberg Barclays US Corporate High Yield Index
Primarily focused on US high yield bonds but may include opportunistic allocations to investment grade bonds, bank loans and emerging market bonds
March 1, 2019
|Vehicles & Minimums||
Separate account minimum: $50 million
Positioning / Characteristics
ESG Category allocation
Percentages based on market value as of 9/30/2019. Numbers may not add due to rounding. The portfolio information above reflects a representative account. Credit ratings reflect the Bloomberg Barclays credit quality methodology. Average quality excludes cash and securities that are not rated. The ESG category allocation reflects holdings, excluding cash and cash equivalents, based on the firm's proprietary assessment of the issuer's ESG profile.
Credit ratings for the portfolio reflect the Bloomberg Barclays credit quality methodology which is the middle rating of the three agencies, if only rated by two agencies it uses the lower rating and if only rated by one entity it uses that rating. Ratings are sourced directly from Bloomberg Barclays, or if unavailable, are calculated by applying the methodology to available ratings from rating agencies. Average Quality excludes cash and securities that are not rated. The credit quality of a security or group of securities does not ensure the stability or safety of the overall portfolio. NR includes securities that are not rated by S&P®, Moody's®, or Fitch and may contain bonds, equities and/or bank loans. Credit ratings for the benchmark reflect the benchmark rating.