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AVIVA INVESCO GLOBAL EQUITY S3 PF - Fund overview

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Overview of AVIVA INVESCO GLOBAL EQUITY S3 PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. AVIVA INVESCO GLOBAL EQUITY 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	April, 2001
Size	£14m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	123.62p

Fund Charges

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

Bestinvest says

No information available.

Portfolio

aviva invesco global equity s3 pf asset allocation illustration

Allocation		Proportion

	Equity	97%
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	3%

aviva invesco global equity s3 pf equity geographic illustration

Allocation		Proportion

	UK	13%
	Europe	29%
	Nth America	40%
	Japan	15%
	Pacific	2%
	Other Equity	1%

aviva invesco global equity s3 pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	92%
	Mid Caps	8%
	Small Caps	0%

View all performance data for AVIVA INVESCO GLOBAL EQUITY S3 PF

Investment process

The fund aims to achieve long-term capital growth through worldwide investment in securities and other investments, (which from 13th February 2004 may include units in collective investment schemes, warrants, deposits, derivatives and other permitted investments and transactions).

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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