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AVIVA INVESTORS UK FOCUS SC 1 - Fund overview

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Overview of AVIVA INVESTORS UK FOCUS SC 1

An aggressively managed best ideas fund, leveraging off the UK equity desk's research. The manager is a highly experienced with a good track record managing core UK portfolios. This fund is only suitable for investors already holding a core UK portfolio that wish to add some higher risk/return potential.

Standard Initial Charge

5.00% 2.00%

Invest via Bestinvest

to save 3.00%

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Fund summary

Sector  UK All Companies
Product type  OEIC
Launched  November, 2001
Size  £128m
Yield 2.8%
Charging basis  Income
Dividends paid  –
Bid price 88.19p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 2.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.56%
Reduction in yield (10yr) 1.76%

Bestinvest says


No information available.

Portfolio

aviva investors uk focus sc 1 asset allocation illustration
Allocation Proportion
Equity 96%
High yield bonds –
Quality bonds –
Property –
Commodities –
Hedge –
Fund cash 4%
aviva investors uk focus sc 1 equity geographic illustration
Allocation Proportion
UK 92%
Europe 8%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
aviva investors uk focus sc 1 equity capitalisation illustration
Allocation Proportion
Large Caps 63%
Mid Caps 29%
Small Caps 8%

View all performance data for AVIVA INVESTORS UK FOCUS SC 1

Investment process


The Fund's objective is to achieve long term capital appreciation through Investment principally in UK equities based on price and prospects of above average earnings growth. However the Fund also has the flexibility to invest in bond markets when appropriate.
The UK Focus Fund is focused on stock selection with approximately 25-40 stocks held in the fund at any one time. Companies are selected on their growth potential in volatile markets. However, the fund manager has the freedom to invest in any size of company to take advantage of pragmatic investment opportunities.
The fund has a higher risk/reward profile and is intended as a satellite fund to complement core holdings within an investor's portfolio. It is not be benchmarked against any index.

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

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