Aviva Investors Monthly Inc Pls R2 £ Inc

Fund

Fund Info

  • Yield History3.24%
  • 3 Year sharpe0.71
  • 3 Year alpha0.34
  • Distribution Typeincome
  • BenchmarkICE BofAML AA-BBB GBP Non-Gilt TR EUR
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.63%
  • Sector£ Corporate Bond
  • Manager GroupAviva
  • DomicileUnited Kingdom
  • ISINGB00B7RBPR66

Investment Strategy

The fund seeks a high income payable monthly and to guard against capital erosion. The fund invests principally, in the UK, in fixed interest securities, convertibles, preference shares and high yielding equities. The Fund may invest in any of the following financial instruments in order to achieve its investment objective: transferable securities, money market instruments, units in collective investment schemes, deposits and derivatives and forward transactions.