Aviva Inv UK Listed Equity Income
Class 2 - Accumulation (GBP)





Our view on this Fund
This fund is on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. However, this is not a recommendation to buy.
We like Chris Murphy for his no-nonsense approach. He's had a career-long obsession with high-quality, cash-generative businesses. He blends companies that generate a lot of cash now, and those that might make lots of cash in future. This has delivered excellent long-term returns, combining a high and rising income with capital growth. Past performance isn't a guide to the future though.
He's stuck to his approach consistently and we think it's a great way to manage an income fund. We view this as an excellent choice for investment in the UK stock market, and for portfolios focused on income. It's also available with a very low ongoing charge.
Our view on the sector
Performance Analysis
Investment Philosophy
Process and Portfolio Construction
Manager Track Record Based on HL Quantitative Research
Fund Track Record
21/01/16 to 21/01/17 | 21/01/17 to 21/01/18 | 21/01/18 to 21/01/19 | 21/01/19 to 21/01/20 | 21/01/20 to 21/01/21 | |
---|---|---|---|---|---|
Annual return | 19.31% | 13.52% | -7.61% | 17.44% | -3.94% |
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
