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Aviva Inv Monthly Income Plus Class 2 - Income (GBP)

Sell:119.55p Buy:119.55p Change: 0.19p (0.16%)
Prices as at 13 July 2020
Sell:119.55p
Buy:119.55p
Change: 0.19p (0.16%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 13 July 2020
Sell:119.55p
Buy:119.55p
Change: 0.19p (0.16%)
Prices as at 13 July 2020
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Funds in this sector invest mainly in 'investment grade bonds'. These are issued by companies that are more likely to be able to repay their debts to bondholders. As such, they tend to offer lower yields than bonds issued by companies that are less likely to be able to pay off their debts. Corporate bonds have generally performed well since the 2008 financial crisis. With interest rates on cash so low, they've appealed to income investors. This has pushed up bond prices, but means their yields have also fallen. Some suggest there is now less value in this area of the market. We think that with interest rates likely to stay lower for longer, a corporate bond fund could be a good addition to a diversified portfolio invested to generate income.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

13/07/15 to 13/07/16 13/07/16 to 13/07/17 13/07/17 to 13/07/18 13/07/18 to 13/07/19 13/07/19 to 13/07/20
Annual return 10.32% 3.38% 0.61% 6.39% 6.68%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: James Vokins
Manager start date: 1 January 2010
Manager located in: Poultry, London

James joined Aviva Investors in September 2005 and manages a selection of retail corporate bond funds within the UK investment grade asset class. James initially joined Aviva Investors as a graduate within the finance department, spending the first nine months of his employment within compliance and business risk. In October 2006 he moved to the credit team as an investment analyst. He has had several short-term internships with JP Morgan in the debt capital markets bond/loan origination. He has also worked for ConocoPhillips as a desk assistant for the crude oil traders and for HSBC as a major projects analyst. James holds a BSc (Hons) in Business Administration, from University of Bath and the CFA Society of the UK, Investment Management Certificate. He has also passed the CFA.

manager photo
Manager Name: Colin Purdie
Manager start date: 29 June 2016
Manager located in: Poultry, London

Colin runs the Sustainable Future Corporate Bond Fund as part of the SRI desk and has a wealth of experience running credit funds in order to maximise value. He joins Aviva Investors from Aegon Asset Management where he worked for 4 years as an investment manager for 2 credit funds in addition to being a banking sector specialist. Previous to this, Colin worked as a fixed income agency broker with Charles Stanley. Colin began his career with the FSA on a graduate programme which included a 6 month secondment at Gartmore. Colin holds an LLB Law (Hons) degree from the University of Edinburgh in addition to the Certificate in Securities and Financial Derivatives from the Securities Institute and the CFA. He also speaks German to an intermediate level.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account