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
0.51
3 Year Alpha
1.38
Yield
3.7 %
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 %
Long Gilt 03/27/2019 14.66 %
Us 10yr Note 03/20/2019 6.66 %
United States Treasury Notes 5.95 %
United States Treasury Notes 5.71 %
United States Treasury Notes 4.56 %
Legal & General Group plc 3.68 %
Barclays Bank plc 3.30 %
Lloyds Bank plc 3.18 %
Virgin Media Sec Finance PLC 3.02 %
United States Treasury Bonds 2.94 %
Name
Aviva Investors UK Fund Services Limited
Address
EC3P 3DQ, London, United Kingdom
UCITS
No
Legal Structure
Open Ended Investment Company

Managers

Chris Higham
Joined 09/22/2008

Chris joined Aviva Investors in December 2007. Chris previously worked for Old Mutual Asset managers as a Fund Manager, having joined OMAM in 2005. At Old Mutual Chris was co-manager of the Old Mutual Dynamic Bond Fund and deputy manager of the Old Mutual Corporate Bond Fund. Prior to joining Old Mutual he was a Credit Analyst for Morley Fund Management from 1999. Chris holds a BSc (Hons) in Economics from Durham University and the UKSIP Investment Management Certificate. He is also an associate member of the UK Society of Invement Professionals (ASIP) and a CFA charterholder.

Data provided by Morningstar.

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