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AVIVA WITH PROFITS GUARANTEED (CU) PF - Fund overview

No Bestinvest rating


Overview of AVIVA WITH PROFITS GUARANTEED (CU) PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. AVIVA WITH PROFITS GUARANTEED (CU) 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  November, 2004
Size  £50,000m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 498.30p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 5.01%
Annual management charge
Total expense ratio 0.00%
Reduction in yield (10yr) 0.51%

Bestinvest says


No information available.

Portfolio

aviva with profits guaranteed (cu) pf asset allocation illustration
Allocation Proportion
Equity 53%
High yield bonds 0%
Quality bonds 22%
Property 19%
Commodities
Hedge
Fund cash 6%
aviva with profits guaranteed (cu) pf equity geographic illustration
Allocation Proportion
UK 66%
Europe 8%
Nth America 17%
Japan 4%
Pacific 5%
Other Equity 0%
aviva with profits guaranteed (cu) pf 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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