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AVIVA INVESTORS DEFINED RETURNS 5 - Fund overview

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Overview of AVIVA INVESTORS DEFINED RETURNS 5

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. AVIVA INVESTORS DEFINED RETURNS 5 does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector  Unclassified
Product type  OEIC
Launched  June, 2010
Size  £250m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 113.98p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge
Total expense ratio 0.00%
Reduction in yield (10yr) 0.00%

Bestinvest says


No information available.

Portfolio

aviva investors defined returns 5 asset allocation illustration
Allocation Proportion
Equity 60%
High yield bonds
Quality bonds 40%
Property
Commodities
Hedge
Fund cash
aviva investors defined returns 5 equity geographic illustration
Allocation Proportion
UK 100%
Europe
Nth America
Japan
Pacific
Other Equity
aviva investors defined returns 5 equity capitalisation illustration
Allocation Proportion
Large Caps 100%
Mid Caps
Small Caps

Investment process


No information available.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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