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AVIVA UK EQUITY ETHICAL S2 PF - Fund overview

No Bestinvest rating

Overview of AVIVA UK EQUITY ETHICAL S2 PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. AVIVA UK EQUITY ETHICAL S2 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	May, 1999
Size	£174m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	166.80p

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 uk equity ethical s2 pf asset allocation illustration

Allocation		Proportion

	Equity	100%
	High yield bonds	–
	Quality bonds	0%
	Property	0%
	Commodities	–
	Hedge	–
	Fund cash	0%

aviva uk equity ethical s2 pf equity geographic illustration

Allocation		Proportion

	UK	100%
	Europe	0%
	Nth America	0%
	Japan	0%
	Pacific	0%
	Other Equity	0%

aviva uk equity ethical s2 pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	80%
	Mid Caps	20%
	Small Caps	0%

View all performance data for AVIVA UK EQUITY ETHICAL S2 PF

Investment process

To provide long term capital appreciation. Diversified investment within the UK equity market. Individual security selections will be based on price and long term total return prospects and taken from a list of UK equities which meet a set of ethical considerations.

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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