Aviva Investors UK Listed Eq Inc 2 £ Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History4.41%
  • 3 Year sharpe0.62
  • 3 Year alpha1.13
  • Distribution Typeincome
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.81%
  • SectorUK Equity Income
  • Manager GroupAviva
  • DomicileUnited Kingdom
  • ISINGB0004460803

Investment Strategy

The Fund aims to deliver an income return of at least 110% of the income return of the FTSE® All Share Index□ over any given 12- month period, whilst also aiming to grow your investment over the long term (5 years or more) by investing in shares of UK companies. At least 80% of the Fund will be invested in shares of UK companies (incorporated or domiciled in the UK), or non UK companies which are listed in the UK or which have significant trading activities in the UK.

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