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AVIVA SF UK GROWTH S2 PF - Fund overview

No Bestinvest rating


Overview of AVIVA SF UK GROWTH S2 PF

An actively managed fund managed by one of the most experienced Socially Responsible teams in the city (have previously managed over £1 billion of SRI money). The team are actively engaged in identifying not only those companies with good environmental and social practices but also those which have sustainable business plans.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  PENSION FUND
Launched  April, 2001
Size  £72m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 138.32p

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 sf uk growth s2 pf asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash
aviva sf uk growth s2 pf equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
aviva sf uk growth s2 pf equity capitalisation illustration
Allocation Proportion
Large Caps 57%
Mid Caps 33%
Small Caps 10%

Investment process


To provide long term capital appreciation. Investment principally in UK equities based on price and prospects of above average earnings growth. Limited investment in UK bond markets may be made from time to time. All investments will be expected to conform to the social and environmental criteria.
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 companies 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.

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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