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AVIVA INVESTORS GLOBAL CAUTIOUS INCOME A - Fund overview

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Overview of AVIVA INVESTORS GLOBAL CAUTIOUS INCOME A

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

Standard Initial Charge

4.50% 1.50%

Invest via Bestinvest

to save 3.00%

Fund summary

Sector  Specialist
Product type  OEIC
Launched  June, 2006
Size  £135m
Yield 4.2%
Charging basis  –
Dividends paid  –
Bid price(inc) 82.94p
Bid price(acc) 111.08p

Fund Charges

Standard Initial charge 4.50%
Initial charge via Bestinvest 1.50%
Additional bid/offer spread 0.00%
Annual management charge 1.25%
Total expense ratio 1.45%
Reduction in yield (10yr) 1.60%

Bestinvest says


No information available.

Portfolio

aviva investors global cautious income a asset allocation illustration
Allocation Proportion
Equity 33%
High yield bonds
Quality bonds 57%
Property
Commodities
Hedge
Fund cash 10%
aviva investors global cautious income a equity geographic illustration
Allocation Proportion
UK 11%
Europe 18%
Nth America 60%
Japan 8%
Pacific 3%
Other Equity 0%
aviva investors global cautious income a equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The fund invests in a diversified portfolio of bonds and actively managed equities. The Fund will also use derivative instruments to generate additional income. The Manager may selectively sell short dated call options over securities in order to generate additional income by setting target ‘strike’ prices at which those securities may be sold in the future. The Fund may invest in any of the following financial instruments in order to achieve its investment objective: transferable securities, units in collective investment schemes, derivatives and forward transactions, money market instruments and deposits.

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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