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Aviva Investors UK Listed Small and Mid-Cap Class 2 - Accumulation (GBP)

Sell:357.96p Buy:357.96p Change: 3.28p (0.93%)
Prices as at 3 May 2024
Sell:357.96p
Buy:357.96p
Change: 3.28p (0.93%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 3 May 2024
Sell:357.96p
Buy:357.96p
Change: 3.28p (0.93%)
Prices as at 3 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
Invest now
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

The UK stock market is home to lots of world-class companies. From international giants to a diverse array of smaller businesses. This provides a rich hunting ground for fund managers in this sector. They all try to grow investors' money over the long term, but each goes about it in a different way. Some focus on larger companies in the FTSE 100 index, others invest in medium-sized or smaller companies, and some have the flexibility to invest in any company, regardless of size. Some aim to match or deliver a return similar to the broader UK stock market. Others have the freedom to try and make as much money as possible for investors and take more risks. That could mean investing in only a small number of companies, for instance. A fund that invests in UK shares is normally the first port of call for UK-based investors. But with such a variety on offer, investors should make sure a fund is right for their circumstances before investing.

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

03/05/19 to 03/05/20 03/05/20 to 03/05/21 03/05/21 to 03/05/22 03/05/22 to 03/05/23 03/05/23 to 03/05/24
Annual return -15.72% 61.37% -12.62% -7.80% 7.26%

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: Adam McInally
Manager start date: 1 September 2018
Manager located in: London

Joined investment industry: 2007 Joined Aviva Investors: 2018 Main responsibilities Adam is a portfolio manager on our Global equity team. Experience and qualifications Prior to joining Aviva Investors, Adam was a equity research analysts at Credit Suisse, where he covered the Insurance Sector. Adam holds a MSc in Management Research from Oxford University.

manager photo
Manager Name: Charlotte Meyrick
Manager start date: 1 January 2016
Manager located in: Poultry, London

Charlotte is co-manager of the Aviva Investors UK Opportunities Fund and is part of a wider team responsible for the UK Institutional funds, with £6.1bn AUM. In addition Charlotte is lead sector analyst on General Retail and Travel & Leisure. Charlotte graduated from The University of Bath with a BSc in Business Administration. As part of her degree she completed two six-month industrial placements at Citigroup (Emerging Markets Equity Capital Markets and UK Corporate Broking) and ConocoPhillips. She joined the Investment Industry and Aviva Investors in June 2012. Charlotte has completed her IMC Unit 1 and CFA Level 2 exams.

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
Invest now