Aegon Global Equity Income

The Aegon Global Equity Income fund focuses on delivering sustainable and growing dividends by investing in quality companies with strong balance sheets and consistent cash flow generation. With a high-conviction, liquid portfolio of 40 to 50 stocks, the fund maintains a lower beta and low turnover, supporting a long-term investment approach. The team target a 30% income premium over the MSCI All Country World Index, focusing on stable, growing dividends rather than the highest yields to protect against downside risk.

Douglas Scott, Mark Peden, Robin Black



Douglas is an investment manager in the UK Equities team and has analysis duties for the tobacco, real estate, telecoms, beverages and oil services sectors. Douglas joined Aegon in 2003 from Investec, where he was a stockbroker specialising in the telecoms sector and, prior to that, worked for TRW and Abbey National in their UK equity teams. Douglas has a 1st Class Honours degree in Aeronautical Engineering from the University of Glasgow and a Diploma in Actuarial Science from Heriot-Watt University.

Mark is a member of the global equities team, and is the architect of and lead investment manager of the Aegon Global Equity Income strategy since its inception in 2011. European equities are his main area of research expertise where he has been analysing companies since joining the industry and the firm in 1992. He has degrees from the University of York and the University of California.

Robin joined the fund in April 2023 and is a member of the global equities team, with emphasis on the Asian and US markets. Before joining the firm, he was the global head of Pan-Asian sales at Macquarie Group. He also worked for Deutsche Bank, Citigroup, Merrill Lynch and Martin Currie. He has been in the industry since 1995. Robin has a bachelor’s degree in history and economic history from the University of Aberdeen and a master’s degree in project analysis, finance and investment from the University of York. He also has a master’s in investment analysis from the University of Stirling.

Mark and his team have helped produce excellent long-term performance since launching this fund in 2012. Mark will draw on the insights of the broader equity team and has the flexibility to invest across any country or sector. It’s clear that Mark is a great manager of ideas and people, and this has helped drive the very consistent outperformance.