Aegon Strategic Bond

Introduction to the fund

Aegon Strategic Bond fund has a very broad and flexible remit. It invests globally and is a true strategic bond fund that can change its positioning very quickly when necessary. The managers combine longer-term strategic positions with short-term ideas. Alexander has been named as a manager on the fund since 2017 and Colin Finlayson was named co-manager in 2018.

Fund manager

Alexander Pelteshki, Colin Finlayson

“Alexander Pelteshki studied International Business Management at Dickinson College in the USA, and has an MBA from Erasmus University in Rotterdam. Alexander joined Aegon from ING Financial Markets in 2014. He has 12 years’ industry experience. Alexander specialises in credit analysis and his involvement in the strategy dates back to 2011.

Colin Finlayson studied Economics and Finance at the University of Strathclyde. He joined Aegon straight out of university in 2000 and has 19 years’ investment experience. Colin specialises in government bonds and relative-value trades. Colin is a CFA charterholder. His involvement in the strategy also dates back to 2011.”

Opinion on fund

This fund is everything a strategic bond fund should be. It’s highly active and flexible and whilst other strategic bond funds often exhibit a permanent bias for a particular area of fixed income, Aegon Strategic Bond fund can, and will, quickly change its positioning to adapt to the prevailing economic environment. The two managers are experienced and complement each other extremely well – Alexander focuses on credit and Colin on government bonds. Performance has been excellent since the managers took over.

Fund performance

Key facts

  • Fund size

    £525.2m

  • Chelsea rating

    Buy

  • Core Selection

    No

  • Chelsea Risk Rating

    4

  • AMC

    0.55%

  • OCF

    0.58%

  • Unit Type

    Acc and Inc

  • Yield

    5.09%

  • FundCalibre rating

How to invest

Once you know where you want to invest, there are a number of ways you can invest:

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  • Call us on 020 7384 7300 to buy over the phone or request an application form
  • Download an application form and post it to us, along with a cheque
Find out more
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Important information

Source: Performance data sourced from FE Analytics (IA universe). Yield figures (per annum), Fund Size data and AMCs/OCFs are as at 23/01/2026 unless otherwise stated.

The performance graph, factsheets and Key Investor Information Document is provided by FEfundinfo, and updated on a daily basis.

Some funds listed are off shore-domiciled and subject to different regulations. Off shore funds typically do not offer investor compensation under the UK Financial Services Compensation Scheme (FSCS).

Performance history extended by FE fundinfo to illustrate the fund’s longer-term record.

Sector rankings calculated from multiple underlying sectors; certain funds remain unranked due to limited comparability.

Funds assigned to an alternative IA sector; sector rankings may differ accordingly.

The information provided is based on our proprietary qualitative and quantitative research. Whilst reasonable efforts have been taken to ensure accuracy, Chelsea Financial Services cannot guarantee that the information is free from errors, omissions, or inaccuracies.

This information does not constitute investment advice and should not be interpreted as a recommendation to invest in any fund listed. Past performance is not a reliable indicator of future returns.

Please read the full Important Notice on page 2 of the FundReview 2025 carefully before making investment decisions.

Whilst every effort has been made to ensure the accuracy of this information, Chelsea Financial Services takes no responsibility for any errors, omissions or inaccuracies contained therein. The funds within the Chelsea Selection are based on our proprietary research, which is both qualitative and quantitative. Please note this is not investment advice, nor does it imply that you should invest in this fund. Past performance is a not a guide to future returns.

To find out more about our Chelsea Risk Rating, please visit our dedicated page.

The AMC (annual management charge) is paid to the fund management company for managing the fund. It is calculated as a percentage of the value of the fund. The AMC is less than the Ongoing Charges Figure (OCF).

The OCF (ongoing charges figure): The cost includes the AMC and other fees such as registration, regulatory, audit and legal fees but does not include transaction costs and performance fees.