Aviva Investors Climate Transition Global Equity Fund 4Register to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | 13.7 | -10.0 | 12.6 | 10.0 |
![]() | +/-Cat | - | -1.3 | 2.9 | 7.8 | 5.4 |
![]() | +/-B’mrk | - | -5.9 | -2.3 | -2.6 | -2.2 |
Category: Sector Equity Ecology | ||||||
Category Benchmark: Morningstar Global TME NR USD |
Key Stats | ||
NAV 14/08/2024 | GBX 155.28 | |
Day Change | 1.15% | |
Morningstar Category™ | Sector Equity Ecology | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00BLNQ1C08 | |
Fund Size (Mil) 14/08/2024 | GBP 728.55 | |
Share Class Size (Mil) 14/08/2024 | GBP 0.98 | |
Max Initial Charge | - | |
Ongoing Charge 13/02/2024 | 0.48% |
Investment Objective: Aviva Investors Climate Transition Global Equity Fund 4 |
The Fund aims to grow investors investment and provide an average annual net return greater than the MSCI® All Country World Index (the “Index”) over a rolling 5 year period by investing in shares of global companies responding to climate change by orientating their business models to be resilient in a warmer climate and a lower carbon economy; or providing solutions to mitigate climate change or help communities adapt to the adverse impacts of climate change. At least 90% of the Fund will be invested in shares of Global Companies responding to climate change which meet the Investment Manager’s eligibility criteria. “Global Companies” means companies in any country across the globe, including in emerging markets. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Max Burns 13/07/2021 | ||
Inception Date 08/06/2020 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR GBP | Morningstar Global TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Aviva Investors Climate Transition Global Equity Fund 4 | 31/07/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 7.98 |
![]() | ![]() | 4.70 |
![]() | ![]() | 4.22 |
![]() | ![]() | 4.05 |
![]() | ![]() | 3.62 |
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Aviva Investors Climate Transition Global Equity Fund 4 |