MoneyAM Fund Centre

Quick Stats

Fund Objective

To deliver an income return of at least 110% of that of the benchmark, whilst aiming to grow your investment over the long term (5 years or more). Both the income and return aims are measured before the deduction of charges and taxes. Benchmark: FTSE All-Share Index.

Fund Managers

Chris Murphy

Chris manages the UK Equity Income strategies at Aviva Investors. Within the UK Equities team, Chris also has lead sector coverage responsibilities for Capital Goods and Materials. Chris joined Aviva Investors in 2006 from Framlington Investment Management where he was responsible for managing the firm’s UK income and growth retail portfolios. Chris began his investment career in 1988 as a graduate UK equity analyst for Lehman Bros before joining James Capel in UK equity analyst role. Chris holds a BSc (Hons) in Physics from University College, Cardiff and holds the IIMR (Institute of Investment Management Research) qualification.

James Balfour

James is co-Fund Manager of our UK Equity Income strategies alongside Chris Murphy and the Fund Manager of the UK Equity Income Stewardship Fund. Within the UK Equities team, James also has lead sector coverage responsibilities for Utilities, Pharma, Biotech & Life Sciences, Food, Beverages & Tobacco, and Household & Personal Products. James joined Aviva Investors in 2012 as part of the Aviva Investors Graduate Training scheme, initially as UK Equity Analyst covering the Industrial, Food Retail and Consumer Staples sectors, before progressing to Assistant Fund Manager. In May 2016 James was appointed co-Fund Manager of our UK Equity Income strategy. James holds a BA in Economics from Durham University and a MSc in Finance and Investment from the University of Essex. James is a CFA® charterholder.