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AVIVA INVESTORS SF CORPORATE BOND SC2 - Fund overview

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Overview of AVIVA INVESTORS SF CORPORATE BOND SC2

Managed by a combination of Morley's Socially Responsible team (which have been responsibe for over £1 billion of assets) and the their fixed interest managers.

Standard Initial Charge

0.00% 0.00%

Fund summary

Sector	£ Corporate Bond
Product type	OEIC
Launched	February, 2001
Size	£248m
Yield	5.1%
Charging basis	–
Dividends paid	Mar, Jun, Sep & Dec
Bid price	69.71p

Fund Charges

Standard Initial charge	0.00%
Initial charge via Bestinvest	0.00%
Additional bid/offer spread	0.00%
Annual management charge	0.50%
Total expense ratio	0.50%
Reduction in yield (10yr)	0.50%

Bestinvest says

No information available.

Portfolio

aviva investors sf corporate bond sc2 asset allocation illustration

Allocation		Proportion

	Equity	–
	High yield bonds	25%
	Quality bonds	75%
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	–

aviva investors sf corporate bond sc2 equity geographic illustration

Allocation		Proportion

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

aviva investors sf corporate bond sc2 equity capitalisation illustration

Allocation		Proportion

	Large Caps	71%
	Mid Caps	26%
	Small Caps	3%

View all performance data for AVIVA INVESTORS SF CORPORATE BOND SC2

Investment process

The Socially Responsible Investment team believe that those companies which are most likely to grow consistently over the next few decades are those that are promoting or benefiting from sustainable economic development. Thus the team actively seek out companies which have or are taking steps to providing solutions to environmental and social problems. Companies that qualify on this basis, are then assessed as potential investments, which is guided by the house macroeconomic view, and the company's considerable research base. There are however, a number of areas which are strictly out of bounds. These include:
- Manufacture of cigarettes and other tobacco products.
- Ownership, management or construction of nuclear power stations.
- Manufacture or marketing of arnaments, including weapons, weapon platforms and munitions.
- Any company whose principal business involves gambling.
- Any company deriving a significant proportion of their turnover from the manufacture and sale of alcohol.

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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