Aviva Investors UK Lstd S&M Cap2 GBP Acc

Fund

Fund Info

  • Yield History1.65%
  • 3 Year sharpe1.04
  • 3 Year alpha3.12
  • Distribution Typeaccumulation
  • BenchmarkFTSE 250 Ex Investment Trust TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.83%
  • SectorUK All Companies
  • Manager GroupAviva
  • DomicileUnited Kingdom
  • ISINGB0004460571

Investment Strategy

The Fund aims to grow your investment over the long term (5 years or more) by investing in shares of small and medium sized UK companies. Core investment: At least 80% of the Fund will be invested in shares of UK companies, or non-UK 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