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AVIVA INVESTORS MONTHLY INCOME PLUS 2 GBP

Bestinvest LogoProvides a monthly income by investing mainly in quality bonds and preference shares.

PRICE (INC)

94.98p

PRICE (ACC)

133p

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.55%

ONGOING CHARGE

0.55%

YIELD

3.2%

1 YEAR
2.60%
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Prices as at 29 Nov 2023.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

The Fund will invest in bonds issued by companies and aims to provide an income equivalent to the benchmark, and an overall net return greater than the benchmark over the long term (5 years or more). At least 80% of the Fund will be invested in bonds which have been independently rated as “investment grade” with a credit rating of BBB-/Baa3 or above, issued by companies and supranational organisations in Sterling or hedged to Sterling.

Fund summary

Sector£ Corporate Bond
StructureOEIC
LaunchedAugust 2012
Size£141m
Yield3.2%
Dividends paidMonthly

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.55%
Ongoing Charges Figure0.55%

Investment Process

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning