Aviva Investors US Equity Inc II 2 £ Acc
Fund
Fund Info
- Yield History2.79%
- 3 Year sharpe0.64
- 3 Year alpha-0.5
- Distribution Typeaccumulation
- BenchmarkRussell 3000 Value TR USD
- Legal StructureOpen Ended Investment Company
- Fund Size (month end)Open Ended Investment Company
- OCF0.88%
- IA SectorNorth America
- Manager GroupAviva
- DomicileUnited Kingdom
- ISINGB00BCGD4Q00
Investment Strategy
The Fund aims to grow your investment by providing combined income and capital growth greater than that of the Russell® 3000 Value Index□ over any given 5-year period, by investing in shares of companies listed on North American stock exchanges. Within this combined aim, the Fund seeks to deliver an income of at least 125% of the income of the Russell® 3000 Value Index over any given 12-month period. Both the income and combined return aims are measured before the deduction of Fund charges and tax. Typically, at least 80% of the Fund will be invested in shares of companies listed on North American stock exchanges.
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