Aviva Investors Global Equity Income Fund 4 GBP AccRegister to Unlock Ratings |
Performance History | - |
Growth of 1,000 (GBP) | Advanced Graph |
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Category: Global Equity Income | ||||||
Category Benchmark: Morningstar Gbl High Div Yl... |
Key Stats | ||
NAV 12/07/2024 | GBP 1.00 | |
Day Change | 0.53% | |
Morningstar Category™ | Global Equity Income | |
IA (formerly IMA) Sector | Global Equity Income | |
ISIN | GB00B789BZ94 | |
Fund Size (Mil) 12/07/2024 | GBP 592.79 | |
Share Class Size (Mil) 10/07/2024 | GBP 0.00 | |
Max Initial Charge | 5.25% | |
Ongoing Charge 27/06/2024 | 0.42% |
Investment Objective: Aviva Investors Global Equity Income Fund 4 GBP Acc |
The Fund aims to grow investors investment through a combination of income and capital growth and provide an average annual net return greater than the MSCI® All Country World Index (GBP) (the “Index”) over a rolling 5 year period by investing in shares of global companies. Within this combined return, the Fund aims to deliver an income equivalent of at least 125% of the income return of the Index, over any given 12-month period. At least 80% of the Fund will be invested in shares of global companies. “Global companies” means companies in any country across the globe, including with up to 20% of the Fund invested in emerging markets. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Richard Saldanha 21/11/2013 | ||
Matt Kirby 30/06/2023 | ||
Inception Date 10/07/2024 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR GBP | Morningstar Gbl High Div Yld NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Aviva Investors Global Equity Income Fund 4 GBP Acc | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 3.64 |
![]() | ![]() | 3.63 |
![]() | ![]() | 3.43 |
![]() | ![]() | 3.38 |
![]() | ![]() | 3.18 |
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Aviva Investors Global Equity Income Fund 4 GBP Acc |