Aviva Inv Global Equity Endurance 3
Shares Class | Inc. |
---|---|
Yield | 1.00 |
Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
Shares Class | Inc. |
---|---|
Yield | 1.00 |
Total Expense Ratio | 0.00 |
Cumulative Performance
Discrete Performance
Fund Size | 292,689,300.00 | Launch Date | 19/12/2017 | Standard Initial Charge (%) | 0.00 |
---|---|---|---|---|---|
Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.42 |
Sector | IMA UK Equity Income | Min Investment (£) | 10,000,000.00 | Total Expense Ratio (%) | 0.00 |
ISIN | GB00BYXHPK05 | Min Topup (£) | 500,000.00 | Ongoing Charge (%) | 0.4200 (on 16/11/2020) |
To grow your investment over the long term (5 years or more).
Giles Parkinson
Giles co-manages the Global Equity Endurance Fund. Prior to joining Aviva Investors, Giles was at Artemis Investment Management where he managed global mandates. Before this he was part of the global equities business at Newton Investment Management. Giles has a First-Class degree from Durham University and an MPhil from Cambridge University. He is also a CFA® charterholder.
Stephanie Niven
Stephanie co-manages the Global Equity Endurance Fund. Prior to joining Aviva Investors, Stephanie was at Tesco Pension Investments for six years where she worked as a global equity fund manager. Before this she was a partner and portfolio manager at the hedge fund Javelin Capital LLP, and prior to this, Stephanie started her career at Goldman Sachs. Stephanie has a Double First from Merton College, University of Oxford. She is also a CFA® charterholder.
Name | Weight |
---|---|
Communications | 12.00% |
Consumer Discretionary | 6.00% |
Consumer Staples | 4.00% |
Financials | 23.00% |
Health Care | 10.00% |
Industrials | 27.00% |
Information Technology | 13.00% |
Materials | 1.00% |
Others | 0.00% |
Name | Weight |
---|---|
ALPHABET INC | 6.00% |
BERKSHIRE HATHAWAY INC | 5.00% |
RELX PLC | 5.00% |
WOLTERS-KLUWER NV | 5.00% |
MOODYS CORP | 4.00% |
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.