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AVIVA INVESTORS CORPORATE BOND 1 - Fund overview

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Overview of AVIVA INVESTORS CORPORATE BOND 1

A total return fund which seeks to provide investors with a consistent level of income whilst aiming to preserve capital through investing mainly in sterling denominated investment grade bonds. The fund will not hold preference or convertible stock.

Standard Initial Charge

No data available.

Fund summary

Sector  £ Corporate Bond
Product type  OEIC
Launched  July, 1995
Size  £1,948m
Yield 4.7%
Charging basis  –
Dividends paid  Mar, Jun, Sep, Dec
Bid price 52.38p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge 0.80%
Total expense ratio 0.82%
Reduction in yield (10yr) 0.82%

Bestinvest says


No information available.

Portfolio

aviva investors corporate bond 1 asset allocation illustration
Allocation Proportion
Equity 0%
High yield bonds 0%
Quality bonds 98%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 2%
aviva investors corporate bond 1 equity geographic illustration
Allocation Proportion
UK 100%
Europe
Nth America
Japan
Pacific
Other Equity
aviva investors corporate bond 1 equity capitalisation illustration
Allocation Proportion
Large Caps 0%
Mid Caps 0%
Small Caps 0%

Investment process


Responsibility for the running of the portfolio is with Morley Fund Management, the investment management arm of Aviva, (formerly CGNU). The fund will be invested mostly across UK corporate bonds and gilts. The process is a blend of top down and bottom up strategies. The team will start with an analysis of the macro economic environment to determine the risk profile of the fund, they will subsequently select individual issues that reflect these views. The manager expects out performance to be driven mostly by stock selection, duration management carries a low emphasis, sector allocation is invariably a by product of the investment process. The fund's reference benchmark is the IMA UK Corporate Bond.

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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