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AVIVA BLACKROCK US DYNAMIC S2 PF - Fund overview

No Bestinvest rating


Overview of AVIVA BLACKROCK US DYNAMIC S2 PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. AVIVA BLACKROCK US DYNAMIC 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  April, 2001
Size  £12m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 106.44p

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 blackrock us dynamic s2 pf asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 0%
aviva blackrock us dynamic s2 pf equity geographic illustration
Allocation Proportion
UK 1%
Europe 0%
Nth America 99%
Japan 0%
Pacific 0%
Other Equity 0%
aviva blackrock us dynamic s2 pf equity capitalisation illustration
Allocation Proportion
Large Caps 59%
Mid Caps 31%
Small Caps 10%

Investment process


The fund aims to achieve long-term capital growth for investors. The Fund invests primarily in the shares of companies incorporated or listed in the United States which the mnmagers consider exhibit either growth or value investment characteristics, placing an emphasis as the market outlook warrants. The Fund may also invest in collective investment schemes.

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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