Aviva Investors UK Equity Income Fund 2 GBP Acc

Aviva Investors UK Equity Income Fund 2 GBP Acc
Aviva Investors UK Fund Services Limited
Open Ended Investment Company
UK Equity Income
0.81 %
Risk Rating
3 Year Sharpe
3 Year Alpha
4.4 %
The fund seeks a dividend yield above that obtainable on the FTSE All-Share Index. The fund invests principally in UK equities judged to offer high yield, above average prospects of dividend growth and long-term capital growth. 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 %
Intermediate Capital Group PLC 4.58 %
BHP Group PLC 4.56 %
Royal Dutch Shell PLC B 4.03 %
GlaxoSmithKline PLC 3.99 %
Melrose Industries PLC 3.85 %
Phoenix Group Holdings PLC 3.67 %
Prudential PLC 3.50 %
Unilever PLC 3.18 %
BBA Aviation PLC 3.07 %
BT Group PLC 2.98 %
Region %
United Kingdom 97.67 %
Sector %
Financial Services 30.00 %
Consumer Cyclical 14.20 %
Industrials 13.88 %
Consumer Defensive 11.20 %
Basic materials 8.96 %
Energy 5.74 %
Aviva Investors UK Fund Services Limited
EC3P 3DQ, London, United Kingdom
Legal Structure
Open Ended Investment Company


Chris Murphy
Joined 04/17/2009

Chris manages the Aviva Investors UK Equity Income and Aviva Investors UK Equity strategies. Chris joined Aviva Investors in 2006 from Framlington Investment Management where he was responsible for managing the firm’s UK income and growth retail portfolios. Chris began his investment career in 1988 as a graduate UK equity analyst for Lehman Bros before joining James Capel in UK equity analyst role. Chris holds a BSc (Hons) in Physics from University College, Cardiff and holds the IIMR (Institute of Investment Management Research) qualification.

Data provided by Morningstar.

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