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Aviva Investors Sust Steward UK Eq Feeder Class 2 - Accumulation (GBP)

Sell:120.30p Buy:120.30p Change: 0.39p (0.32%)
Prices as at 28 May 2024
Sell:120.30p
Buy:120.30p
Change: 0.39p (0.32%)
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 28 May 2024
Sell:120.30p
Buy:120.30p
Change: 0.39p (0.32%)
Prices as at 28 May 2024
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

Equity income funds are popular with investors. Most aim to generate a rising income, and increase the value of your original investment, over the long term. The income can be paid out, or reinvested in the fund to boost long-term growth. Different fund managers take different approaches to income investing. Some focus on larger companies that are seen to be more stable and have paid regular dividends for many years. Others invest in higher-risk small and medium-sized companies. These might pay a lower income to start with, but have more growth potential. We think carefully chosen equity income funds can form the cornerstone of almost any portfolio.

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

28/05/19 to 28/05/20 28/05/20 to 28/05/21 28/05/21 to 28/05/22 28/05/22 to 28/05/23 28/05/23 to 28/05/24
Annual return n/a n/a -1.16% 0.84% 11.52%

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 Balfour
Manager start date: 12 March 2021
Manager located in: Poultry, London

James joined the investment industry and Aviva Investors in 2012. James is responsible for providing ideas to UK funds and is also assistant manager to a number of UK equity mandates. James joined Aviva Investors after completing his Master's in Finance and Investment at Essex University. He began on the graduate programme before moving across to be a permanent member of the UK equity team. James holds a BA (Hons) in Economics from Durham University and has passed all three levels of the CFA Program and will be eligible for the CFA charter upon completion of the required work experience.

manager photo
Manager Name: Trevor Green
Manager start date: 5 August 2022
Manager located in: Poultry, London

Trevor joined the investment industry in 1990 and Aviva Investors in 2011. Trevor is head of UK Equities responsible for retail and institutional funds. Trevor previously worked as a fund manager at Henderson Global Investors, where he was co-manager of the Henderson Managed Distribution Fund and provided equity input into the Henderson World Wide Income Fund. Prior to this, he worked at New Star Asset Management and before that spent nearly six years at RCM. Trevor has also worked at Credit Suisse Asset Management and started his career at Capel Cure Myers, managing both retail and institutional funds. Trevor holds a BA (Hons) in Economics from Aberdeen University and the Securities Institute Diploma.

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