Aviva Investors UK Listed Equity Income Fund 2 GBP Acc

Aviva Investors UK Listed 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
4.2 %
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 5.00 %
BHP Group PLC 5.00 %
Royal Dutch Shell PLC B 4.21 %
GlaxoSmithKline PLC 4.00 %
BBA Aviation PLC 3.89 %
Melrose Industries PLC 3.85 %
Phoenix Group Holdings PLC 3.60 %
Unilever PLC 3.25 %
Prudential PLC 3.19 %
St James's Place PLC 3.13 %
Region %
United Kingdom 97.86 %
Sector %
Financial Services 29.96 %
Industrials 15.65 %
Consumer Cyclical 13.77 %
Consumer Defensive 9.92 %
Basic materials 7.86 %
Energy 7.66 %
Aviva Investors UK Fund Services Limited
EC3P 3DQ, London, United Kingdom
Legal Structure
Open Ended Investment Company


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.

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