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AVIVA INVESTORS DISTRIBUTION 1 - Fund overview

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Find rated mixed investment 20-60% shares funds


Overview of AVIVA INVESTORS DISTRIBUTION 1

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. AVIVA INVESTORS DISTRIBUTION 1 does not fall into either of these categories at present.

Standard Initial Charge

4.00% 1.00%

Invest via Bestinvest

to save 3.00%

Fund summary

Sector  Mixed Investment 20-60% Shares
Product type  OEIC
Launched  June, 1974
Size  £85m
Yield 4.8%
Charging basis  50% Income 50% Capital
Dividends paid  27/2, 27/5, 27/8, 27/11.
Bid price(inc) 163.44p -0.23p
Bid price(acc) 228.24p -0.33p

Fund Charges

Standard Initial charge 4.00%
Initial charge via Bestinvest 1.00%
Additional bid/offer spread 0.00%
Annual management charge 1.25%
Total expense ratio 1.29%
Reduction in yield (10yr) 1.39%

Bestinvest says


No information available.

Portfolio

aviva investors distribution 1 asset allocation illustration
Allocation Proportion
Equity 38%
High yield bonds
Quality bonds 58%
Property
Commodities
Hedge
Fund cash 4%
aviva investors distribution 1 equity geographic illustration
Allocation Proportion
UK 94%
Europe 5%
Nth America 1%
Japan 0%
Pacific 0%
Other Equity 0%
aviva investors distribution 1 equity capitalisation illustration
Allocation Proportion
Large Caps 67%
Mid Caps 25%
Small Caps 8%

Investment process


The investment objective is to provide a high and growing level of income with prospects for long term capital appreciation. Diversified investment in high yielding UK equities and UK fixed interest securities. Allocations to fixed interest securities, equities and cash will vary over time. Equity selections will be based on price and long term total return prospects. Financial futures may be used to implement asset allocation decisions.

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.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

Version: 4.1.1