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AVIVA INVESTORS UK INCOME & GROWTH - Fund overview

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Find rated uk all companies funds


Overview of AVIVA INVESTORS UK INCOME & GROWTH

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

Standard Initial Charge

5.00% 1.76%

Invest via Bestinvest

to save 3.24%

Find out how to invest

Fund summary

Sector  UK All Companies
Product type  OEIC
Launched  September, 1968
Size  £69m
Yield 2.4%
Charging basis  Income
Dividends paid  –
Bid price 446.50p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 1.76%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.54%
Reduction in yield (10yr) 1.71%

Bestinvest says


No information available.

Portfolio

aviva investors uk income & growth asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds –
Quality bonds –
Property –
Commodities –
Hedge –
Fund cash –
aviva investors uk income & growth equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
aviva investors uk income & growth equity capitalisation illustration
Allocation Proportion
Large Caps 75%
Mid Caps 20%
Small Caps 5%

View all performance data for AVIVA INVESTORS UK INCOME & GROWTH

Investment process


The fund's objective is to provide long term capital appreciation and income through diversified investment within the UK equity market. Individual security selections will be based on price and long term total return prospects.

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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