Aviva Investors Global Equity Income Fund 8 GBP IncRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 8.0 | 24.6 | 1.8 | 17.4 | 12.6 |
![]() | +/-Cat | 6.1 | 6.4 | 2.5 | 10.2 | 4.5 |
![]() | +/-B’mrk | - | 4.3 | -5.0 | 12.7 | 2.9 |
Category: Global Equity Income | ||||||
Category Benchmark: Morningstar Gbl High Div Yl... |
Key Stats | ||
NAV 12/08/2024 | GBX 250.84 | |
Day Change | -0.19% | |
Morningstar Category™ | Global Equity Income | |
IA (formerly IMA) Sector | Global Equity Income | |
ISIN | GB0030442106 | |
Fund Size (Mil) 12/08/2024 | GBP 603.78 | |
Share Class Size (Mil) 12/08/2024 | GBP 248.84 | |
Max Initial Charge | - | |
Ongoing Charge 15/04/2024 | 0.02% |
Investment Objective: Aviva Investors Global Equity Income Fund 8 GBP Inc |
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 14/05/2001 |
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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 8 GBP Inc | 31/07/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 3.62 |
![]() | ![]() | 3.36 |
![]() | ![]() | 3.29 |
![]() | ![]() | 3.11 |
![]() | ![]() | 3.09 |
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Aviva Investors Global Equity Income Fund 8 GBP Inc |