Investment focus - July 2008
Strategy summary
Our asset allocation is overweight equities, underweight property, bonds and cash.
This communication is directed only at investment professionals, and should not be distributed to, or relied upon by private investors.
This document is not intended for retail distribution.
AEGON Asset Management UK plc is authorised and regulated by the Financial Services Authority. The information in this report is based on our understanding of the current and historical positions of the markets. The views expressed should not be interpreted as recommendations or advice. Past performance is not a guide to future performance. The value of investments may fall as well as rise and is not guaranteed.
