Aviva Investors Strategic Bond Fund 2 GBP Inc

Name
Aviva Investors Strategic Bond Fund 2 GBP Inc
Manager
Aviva Investors UK Fund Services Limited
Type
Open Ended Investment Company
ISIN
GB00B3CGHN82
Sector
£ Strategic Bond
Launched
22/09/2008
OCF
0.63 %
Risk Rating
3
3 Year Sharpe
0.65
3 Year Alpha
1.56
Yield
3.9 %
Benchmark
IA £ Strategic Bond
The fund seeks to provide a high total return from a diversified portfolio of global debt securities. Diversified investment in global fixed interest securities, including non-investment grade. The Fund may invest in any of the following financial instruments in order to achieve its investment objective: transferable securities, money market instruments, units in collective investment schemes, deposits and derivatives and forward transactions. At least 80% of assets will either be in sterling or currency hedged back to sterling.
Holding %
United States Treasury Notes 0% 5.61 %
Germany (Federal Republic Of) 0% 4.91 %
United States Treasury Notes 2% 3.64 %
United States Treasury Bonds 3% 3.40 %
Legal & General Group plc 0% 2.87 %
Barclays Bank plc 0% 2.48 %
Virgin Media Sec Finance PLC 5% 2.24 %
United States Treasury Bonds 0% 2.22 %
Prudential plc 0% 2.12 %
Telefonica Europe B V 0% 2.08 %
Name
Aviva Investors UK Fund Services Limited
Address
EC3P 3DQ, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

James Vokins
Joined 06/29/2016

James is heading the UK Investment Grade Credit team. He responsible for the fund management of a number of the Aviva Investors bond funds, investing in investment-grade corporates, high-yield corporates, government, and emerging market debt. James manages the Aviva Investors’ Corporate Bond Fund, Strategic Bond Fund, Higher Income Plus, Monthly Income Plus, Managed High Income, and the Distribution Fund. During 2013 the Aviva Investors Managed High Income Fund was awarded the Lipper Fund award within the Bond-Global High Yield category. In 2014 the Aviva Investors Strategic Bond Fund was the winner of the Investment Advisor 100 club Sterling Strategic Bond Fund of the year. Prior to joining Aviva Investors, James worked for JP Morgan’s Debt Capital Markets team. He holds a degree in Business Administration from the University of Bath and the Investment Management Certificate. He is also a CFA® charterholder.

Chris Higham
Joined 09/22/2008

Chris oversees a range of bond funds which invest across fixed-income assets, including investment-grade corporates, high-yield corporates, government, and emerging markets bonds. During 2013 the Aviva Investors Managed High Income Fund was awarded the Lipper Fund award within the Bond-Global High Yield category. In 2014 the Aviva Investors Strategic Bond Fund was the winner of the Investment Advisor 100 club Sterling Strategic Bond Fund of the year. Chris has managed the Strategic Bond Fund since its inception in 2008. Prior to joining Aviva Investors, Chris worked as a portfolio manager for Old Mutual Asset Managers. He joined the industry as a credit analyst. Chris graduated from Durham University with a BA (Hons) in economics. He is an associate member of the UK Society of Investment Professionals and is a CFA® charterholder.

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.