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AVIVA BALANCED MANAGED S3 PF - Fund overview

No Bestinvest rating

Overview of AVIVA BALANCED MANAGED S3 PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. AVIVA BALANCED MANAGED S3 PF does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector	–
Product type	PENSION FUND
Launched	November, 1987
Size	£12,494m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	573.72p

Fund Charges

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

Bestinvest says

No information available.

Portfolio

aviva balanced managed s3 pf asset allocation illustration

Allocation		Proportion

	Equity	75%
	High yield bonds	–
	Quality bonds	14%
	Property	5%
	Commodities	–
	Hedge	–
	Fund cash	6%

aviva balanced managed s3 pf equity geographic illustration

Allocation		Proportion

	UK	61%
	Europe	13%
	Nth America	10%
	Japan	5%
	Pacific	7%
	Other Equity	4%

aviva balanced managed s3 pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	80%
	Mid Caps	15%
	Small Caps	5%

View all performance data for AVIVA BALANCED MANAGED S3 PF

Investment process

To provide a good return through a mixture of investment income and capital growth. The fund invests in a wide range of assets to spread and control risk by using any of our other appropriate funds. The fund manager will decide the allocation of investments between different funds.

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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