Aviva Inv UK Smaller Companies 2
Shares Class | Inc. |
---|---|
Yield | 0.30 |
Total Expense Ratio | 0.89 |
Fund Performance
Cumulative Performance
Discrete Performance
Shares Class | Inc. |
---|---|
Yield | 0.30 |
Total Expense Ratio | 0.89 |
Cumulative Performance
Discrete Performance
Fund Size | 40,653,700.00 | Launch Date | 28/04/1989 | Standard Initial Charge (%) | 0.00 |
---|---|---|---|---|---|
Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.89 |
Sector | IMA UK Equity Income | Min Investment (£) | 500,000.00 | Total Expense Ratio (%) | 0.89 |
ISIN | GB0004462171 | Min Topup (£) | 25,000.00 | Ongoing Charge (%) | 0.8900 (on 16/11/2020) |
To grow your investment over the long term (5 years or more).
Trevor Green
Trevor is responsible for the Aviva Investors UK Equity strategy and our UK equity institutional funds. Within the UK Equities team, Trevor also has lead sector coverage responsibilities for Software & Services, Technology Hardware & Equipment, Telecoms, and Small Cap. Prior to joining Aviva Investors, Trevor was a fund manager at Henderson Global Investors, where he was co-manager of the Henderson Managed Distribution Fund. Before this, Trevor worked at New Star Asset Management and before that spent nearly six years at RCM running pan-European institutional mandates. He has also worked at Credit Suisse Asset Management and started his career at Capel Cure Myers, managing both retail and institutional funds. Trevor holds a BA (Hons) in Economics from Aberdeen University and the Securities Institute Diploma.
Name | Weight |
---|---|
Guernsey | 0.00% |
Isle of Man | 2.00% |
Jersey | 2.00% |
UK | 93.00% |
USA | 0.00% |
Name | Weight |
---|---|
Basic Materials | 1.00% |
Consumer Goods | 6.00% |
Consumer Services | 16.00% |
Financials | 12.00% |
Health Care | 4.00% |
Industrials | 32.00% |
Others | 3.00% |
Technology | 23.00% |
Name | Weight |
---|---|
EAGLE EYE SOLUTIONS LTD | 4.00% |
IMIMOBILE PLC | 4.00% |
ALPHA FINL MKTS CONSULTING PLC | 3.00% |
NEXT FIFTEEN COMMUNICATIONS GR | 3.00% |
OXFORD METRICS PLC | 2.00% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.