Aviva Investors UK Listed Equity Income Fund 2 GBP Acc
| Holding | % |
|---|---|
| Intermediate Capital Group PLC | 5.41 % |
| GlaxoSmithKline PLC | 4.49 % |
| BHP Group PLC | 4.05 % |
| Royal Dutch Shell PLC B | 3.62 % |
| Phoenix Group Holdings PLC | 3.54 % |
| Melrose Industries PLC | 3.26 % |
| Unilever PLC | 3.10 % |
| BBA Aviation PLC | 3.00 % |
| St James's Place PLC | 2.94 % |
| Cineworld Group PLC | 2.75 % |
| Region | % |
|---|---|
| United Kingdom | 98.27 % |
| Sector | % |
|---|---|
| Financial Services | 29.27 % |
| Industrials | 17.56 % |
| Communication Services | 10.56 % |
| Consumer Defensive | 9.39 % |
| Consumer Cyclical | 6.90 % |
| Energy | 6.54 % |
| Basic materials | 5.59 % |
Managers
James Balfour
Joined 06/17/2016
James is co-Fund Manager of our UK Equity Income strategies alongside Chris Murphy, and the Fund Manager of the UK Equity Income Stewardship Fund. James joined Aviva Investors in 2012 as part of the Aviva Investors Graduate Training scheme, initially as UK Equity Analyst covering the Industrial, Food Retail and Consumer Staples sectors, before progressing to Assistant Fund Manager. In May 2016 James was appointed co-Fund Manager of our UK Equity Income strategy. James holds a BA in Economics from Durham University and a MSc in Finance and Investment from the University of Essex. James is a CFA® charterholder.
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.
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.