Aviva Investors UK Equity Fund 2 GBP Acc

Name
Aviva Investors UK Equity Fund 2 GBP Acc
Manager
Aviva Investors UK Fund Services Limited
Type
Open Ended Investment Company
ISIN
GB0004460357
Sector
UK All Companies
Launched
13/11/1998
OCF
0.83 %
Risk Rating
2
3 Year Sharpe
1.04
3 Year Alpha
1.48
Yield
2.6 %
Benchmark
FTSE AllSh TR GBP
The fund seeks long-term capital appreciation and income. The fund invests within the UK equity market. Individual security selections will be based on price and long-term total return prospects. 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.
Holding %
Royal Dutch Shell PLC B 4.83 %
Rio Tinto PLC 4.68 %
GlaxoSmithKline PLC 4.04 %
Aviva Investors Stlg Lqudty 3 GBP Inc 3.99 %
Intermediate Capital Group PLC 3.94 %
Melrose Industries PLC 3.84 %
Prudential PLC 3.66 %
HSBC Holdings PLC 3.61 %
RELX PLC 3.58 %
BBA Aviation PLC 3.57 %
Region %
United Kingdom 100.00 %
Sector %
Financial Services 23.29 %
Industrials 18.60 %
Consumer Cyclical 16.74 %
Basic materials 11.23 %
Consumer Defensive 7.99 %
Healthcare 7.10 %
Communication Services 5.44 %
Energy 5.10 %
Name
Aviva Investors UK Fund Services Limited
Address
EC2R 8EJ, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Trevor Green
Joined 06/01/2016

Trevor joined New Star in June 2008 as a UK equity fund manager. Before joining the New Star UK equity team, Trevor was a portfolio manager at Allianz Global Investors. Prior to this, Trevor was a portfolio manager for UK and European equities with Credit Suisse Asset Management. Trevor started his career as a fund manager at Capel Cure Myers, in1990, with responsibility for the Smaller Companies Fund.

Chris Murphy
Joined 10/31/2006

Chris joined Aviva Investors in June 2006. He previously worked as a fund manager at Framlington Investment Management, managing income and then growth portfolios, concentrating on retail funds. Prior to this, he was a UK equity analyst at James Capel and UK equity analyst at Lehman Bros. Chris holds a BSc (Hons) in Physics from University College, Cardiff and is an associate member of the IIMR

Data provided by Morningstar.

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