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AVIVA WORLD LEADERS S2 PF - Fund overview

No Bestinvest rating

Overview of AVIVA WORLD LEADERS S2 PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. AVIVA WORLD LEADERS 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	October, 2004
Size	£28m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	155.28p

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 world leaders s2 pf asset allocation illustration

Allocation		Proportion

	Equity	98%
	High yield bonds	–
	Quality bonds	0%
	Property	0%
	Commodities	–
	Hedge	–
	Fund cash	2%

aviva world leaders s2 pf equity geographic illustration

Allocation		Proportion

	UK	8%
	Europe	16%
	Nth America	52%
	Japan	2%
	Pacific	16%
	Other Equity	6%

aviva world leaders s2 pf equity capitalisation illustration

Allocation		Proportion

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

View all performance data for AVIVA WORLD LEADERS S2 PF

Investment process

The investment objective is to provide long-term capital growth through investment in a well diversified portfolio of global shares. The Manager will identify core themes that are considered to offer attractive long term investment opportunities and the funds will be
invested in accordance with these themes. The themes will change periodically over time.
The Fund may invest in any of the following financial instruments in order to achieve its
investment objective: transferable securities, money market instruments, units in collective
investment schemes, deposits and derivatives and forward 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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