Aviva Royal London Sustainable Leaders Life FundRegister to Unlock Ratings |
Performance History | 30/11/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 3.9 | 19.9 | -8.6 | 10.0 | 11.0 | |
+/-Sector | 10.6 | 6.7 | 0.0 | 3.4 | 3.0 | |
Sector: UK All Companies (Life) |
Key Stats | ||
NAV 20/12/2024 | GBX 438.97 | |
Day Change | -0.60% | |
ABI Sector | UK All Companies (Life) | |
ISIN | GB00B0QL9L03 | |
Fund Size (Mil) 20/12/2024 | GBP 2909.61 | |
Share Class Size (Mil) 20/12/2024 | GBP 442.28 | |
Stakeholder | No | |
*
This rating and report were issued for the underlying fund and not the insurance product. Fees of insurance products may be higher, which can negatively impact returns. Insurance products may also hold cash outside the underlying fund, which can strongly affect performance. |
Investment Objective: Aviva Royal London Sustainable Leaders Life Fund |
The Scheme’s investment objective is to achieve capital growth over the medium term, which should be considered as a period of 3-5 years, by investing predominantly in the shares of UK companies listed on the London Stock Exchange that are deemed to make a positive contribution to society. Investments in the Scheme will adhere to the Investment Adviser’s ethical and sustainable investment policy. At least 80% of the Scheme will be invested in UK companies which are listed on the London Stock Exchange. |
Returns | ||||||||||||||||
|
Management | ||
Manager Name Start Date | ||
Mike Fox 03/11/2003 | ||
Sebastien Beguelin 01/04/2021 | ||
Click here to see others | ||
Inception Date 06/04/2006 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE AllSh TR GBP | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Aviva Royal London Sustainable Leaders Life Fund | 30/11/2024 |
|
|
Top 5 Holdings | Sector | % |
London Stock Exchange Group PLC | Financial Services | 5.97 |
Compass Group PLC | Consumer Cyclical | 5.66 |
RELX PLC | Industrials | 5.53 |
AstraZeneca PLC | Healthcare | 5.22 |
Experian PLC | Industrials | 5.03 |
Increase Decrease New since last portfolio | ||
Aviva Royal London Sustainable Leaders Life Fund |