Aviva Investors UK Lstd Eq Uncons2GBPInc

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Fund Info

  • Yield History3.13%
  • 3 Year sharpe0.40
  • 3 Year alpha-2.2
  • Distribution Typeincome
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.83%
  • SectorUK All Companies
  • Manager GroupAviva
  • DomicileUnited Kingdom

Investment Strategy

The Fund aims to grow your investment through a combination of capital growth and income over the long term (5 years or more) by investing in shares of UK companies. Core investment: At least 80% of the Fund will be invested in shares of UK companies, and nonUK companies which are listed in the UK or which have significant trading activities in the UK. Other investments: The Fund may also invest in shares of unlisted companies, other funds, (including funds managed by Aviva Investors companies), cash and deposits.

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