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AVIVA INVESTORS CASH SC 1 - Fund overview

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Overview of AVIVA INVESTORS CASH SC 1

The aim of this fund is to achieve a high level of income combined with a high degree of capital security. The fund will invest primarily in short term cash and near-cash deposits and other money market instruments. The fund may invest in any of the following financial instruments, units in collective investment schemes, deposits, derivatives and forward transactions.

Standard Initial Charge

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Fund summary

Sector  Money Market
Product type  OEIC
Launched  December, 2007
Size  £70m
Yield 0.4%
Charging basis  –
Dividends paid  Mar, Jun, Sep & Dec
Bid price(inc) 49.16p
Bid price(acc) 52.12p

Fund Charges

Standard Initial charge 0.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 0.50%
Total expense ratio 0.56%
Reduction in yield (10yr) 0.56%

Bestinvest says


No information available.

Portfolio

aviva investors cash sc 1 asset allocation illustration
Allocation Proportion
Equity
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 100%
aviva investors cash sc 1 equity geographic illustration
Allocation Proportion
UK 100%
Europe
Nth America
Japan
Pacific
Other Equity

No data available.

Investment process


The target rate of return is the UK base rate plus 0.25%. The fund is available in income or accumulation units.
Please be aware that the fund publishes its yield on a 12 month distribution basis, i.e, the yield is an average of the distributions paid out over the last year. This means that the yield will lag behind changes in the Bank of England Base Rate and the London Inter-bank Offered Rate (LIBOR) on the upside and downside.

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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