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AVIVA INVESTORS BALANCED MANAGED 1 - Fund overview

No Bestinvest rating
Find rated mixed investment 40-85% shares funds


Overview of AVIVA INVESTORS BALANCED MANAGED 1

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

Standard Initial Charge

5.00% 1.75%

Fund summary

Sector  Mixed Investment 40-85% Shares
Product type  OEIC
Launched  November, 1998
Size  £64m
Yield 2.2%
Charging basis  –
Dividends paid  15/6, 15/12.
Bid price 57.20p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 1.75%
Additional bid/offer spread 0.00%
Annual management charge 1.00%
Total expense ratio 1.01%
Reduction in yield (10yr) 1.18%

Bestinvest says


No information available.

Portfolio

aviva investors balanced managed 1 asset allocation illustration
Allocation Proportion
Equity 84%
High yield bonds –
Quality bonds 13%
Property –
Commodities –
Hedge –
Fund cash 3%
aviva investors balanced managed 1 equity geographic illustration
Allocation Proportion
UK 59%
Europe 16%
Nth America 10%
Japan 4%
Pacific 7%
Other Equity 4%
aviva investors balanced managed 1 equity capitalisation illustration
Allocation Proportion
Large Caps 79%
Mid Caps 18%
Small Caps 3%

View all performance data for AVIVA INVESTORS BALANCED MANAGED 1

Investment process


No information available.

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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