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AVIVA INVESTORS CAUTIOUS FUND OF FUNDS SC1 - Fund overview

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Find rated mixed investment 20-60% shares funds


Overview of AVIVA INVESTORS CAUTIOUS FUND OF FUNDS SC1

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. AVIVA INVESTORS CAUTIOUS FUND OF FUNDS SC1 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  Mixed Investment 20-60% Shares
Product type  OEIC
Launched  April, 2007
Size  £161m
Yield 0.1%
Charging basis  Income
Dividends paid  –
Bid price 55.18p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 2.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.22%
Reduction in yield (10yr) 1.42%

Bestinvest says


No information available.

Portfolio

aviva investors cautious fund of funds sc1 asset allocation illustration
Allocation Proportion
Equity 54%
High yield bonds 0%
Quality bonds 35%
Property 0%
Commodities
Hedge 0%
Fund cash 11%
aviva investors cautious fund of funds sc1 equity geographic illustration
Allocation Proportion
UK 70%
Europe 15%
Nth America 5%
Japan 5%
Pacific 5%
Other Equity
aviva investors cautious fund of funds sc1 equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


No information available.

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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