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AVIVA INVESTORS MANAGED HIGH INCOME 1 - Fund overview

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Find rated £ strategic bond funds


Overview of AVIVA INVESTORS MANAGED HIGH INCOME 1

This is a hybrid bond fund investing across UK Investment Grade, UK/European & US High Yield and Emerging Market Debt. At least 30% of the portfolio will be invested in quality bonds. The asset mix of this portfolio is designed to provide investors with a higher income whilst diversifying risk.

Standard Initial Charge

4.00% 1.00%

Invest via Bestinvest

to save 3.00%

Fund summary

Sector  £ Strategic Bond
Product type  OEIC
Launched  January, 1990
Size  £133m
Yield 5.4%
Charging basis  Income
Dividends paid  27th of each month
Bid price 46.91p

Fund Charges

Standard Initial charge 4.00%
Initial charge via Bestinvest 1.00%
Additional bid/offer spread 0.00%
Annual management charge 1.25%
Total expense ratio 1.29%
Reduction in yield (10yr) 1.39%

Bestinvest says


No information available.

Portfolio

aviva investors managed high income 1 asset allocation illustration
Allocation Proportion
Equity 0%
High yield bonds 52%
Quality bonds 47%
Property
Commodities
Hedge
Fund cash 1%
aviva investors managed high income 1 equity geographic illustration
Allocation Proportion
UK 100%
Europe
Nth America
Japan
Pacific
Other Equity

No data available.

Investment process


The objective of the fund is to provide diversification across international fixed income securities and a high monthly income. Unusually the high yield element is supplemented by the fund's ability to invest within US High Yield and Emerging Market debt. The portfolio consists of a selection of best ideas recommended by Morley Asset Management's specialist fixed income teams. All non sterling currency exposure is hedged.
The performance data prior to April 2002 requires careful interpretation due to a change in the fund's mandate.

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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