Aviva Investors UK Opportunities Fund 2 GBP Acc

Name
Aviva Investors UK Opportunities Fund 2 GBP Acc
Manager
Aviva Investors UK Fund Services Limited
Type
Open Ended Investment Company
ISIN
GB0030944648
Sector
UK All Companies
Launched
05/11/2001
OCF
0.73 %
Risk Rating
3
3 Year Sharpe
0.75
3 Year Alpha
-0.20
Yield
2.3 %
Benchmark
FTSE AllSh TR GBP
The fund seeks long-term capital appreciation. Selective investment principally in UK equities based on price and prospects of above average earnings growth. There may also be limited investment in global bond markets from time to time.
Holding %
Royal Dutch Shell PLC B 8.95 %
BHP Billiton PLC 4.83 %
HSBC Holdings PLC 4.58 %
Standard Chartered PLC 4.57 %
Glencore PLC 4.13 %
BP PLC 3.94 %
Prudential PLC 3.75 %
Barclays PLC 3.74 %
Cineworld Group PLC 3.13 %
Next Fifteen Communications Group PLC 2.71 %
Region %
United Kingdom 99.34 %
Sector %
Financial Services 25.94 %
Energy 20.32 %
Basic materials 17.46 %
Consumer Cyclical 13.80 %
Industrials 10.19 %
Name
Aviva Investors UK Fund Services Limited
Address
EC2R 8EJ, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Charlotte Meyrick
Joined 09/01/2015

Charlotte Meyrick is Fund Manager of Aviva Investors. She graduated from The University of Bath with a BSc in Business Administration. As part of her degree she completed two six-month industrial placements at Citigroup (Emerging Markets Equity Capital Markets and UK Corporate Broking) and ConocoPhillips. Charlotte has completed her IMC Unit 1 and CFA Level 2 exams.

Charlotte Meyrick
Joined 09/01/2015

Charlotte Meyrick is Fund Manager of Aviva Investors. She graduated from The University of Bath with a BSc in Business Administration. As part of her degree she completed two six-month industrial placements at Citigroup (Emerging Markets Equity Capital Markets and UK Corporate Broking) and ConocoPhillips. Charlotte has completed her IMC Unit 1 and CFA Level 2 exams.

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.