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AVIVA INVESTORS ACTIVE PROTECTOR 1 - Fund overview

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Overview of AVIVA INVESTORS ACTIVE PROTECTOR 1

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

Standard Initial Charge

5.00% 2.00%

Invest via Bestinvest

to save 3.00%

Fund summary

Sector  Protected
Product type  OEIC
Launched  March, 2005
Size  £35m
Yield 0.0%
Charging basis  –
Dividends paid  Apr & Oct
Bid price 112.41p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 2.00%
Additional bid/offer spread 0.00%
Annual management charge 1.00%
Total expense ratio 1.15%
Reduction in yield (10yr) 1.35%

Bestinvest says


No information available.

Portfolio

aviva investors active protector 1 asset allocation illustration
Allocation Proportion
Equity 66%
High yield bonds 0%
Quality bonds 34%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 0%
aviva investors active protector 1 equity geographic illustration
Allocation Proportion
UK 100%
Europe
Nth America
Japan
Pacific
Other Equity
aviva investors active protector 1 equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The investment objective of the Fund is to provide capital appreciation linked to the performance of a Balanced Fund Basket , together with capital protection such that investors receive a minimum redemption value equal to 80% of the highest NAV share price achieved by the Fund from the point of its launch.

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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