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Aviva Investors US Equity Income II Class 2 - Income (GBP)

Sell:201.45p Buy:201.45p Change: 0.08p (0.04%)
Prices as at 2 May 2024
Sell:201.45p
Buy:201.45p
Change: 0.08p (0.04%)
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 2 May 2024
Sell:201.45p
Buy:201.45p
Change: 0.08p (0.04%)
Prices as at 2 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

UK investors need little introduction to America. It's the world's biggest stock market and is home to world-leading companies in almost every industry there is, from media and film, through to manufacturing and transportation. We think most diversified portfolios should have some exposure to the US market. But it's one of the most heavily researched in the world so share prices of well-known companies can react quickly to new information. We think this can make it more difficult for fund managers to find opportunities missed by others and to consistently perform better than the broader market over the long term. Many funds investing in the US aim to grow the value of your original investment, rather than pay a high level of income. Some focus on the largest companies in the market. Others look for opportunities amongst small and medium-sized companies, which may offer greater growth potential, but are higher risk.

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

02/05/19 to 02/05/20 02/05/20 to 02/05/21 02/05/21 to 02/05/22 02/05/22 to 02/05/23 02/05/23 to 02/05/24
Annual return -13.09% 34.17% 14.48% -1.85% 6.39%

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: Henry W. Sanders III - River Road
Manager start date: 9 September 2013
Manager located in: USA

Henry joined the investment industry in 1989 and was a founding member of River Road. He currently serves as the lead portfolio manager of River Road's dividend all-cap value discipline and as co-manager of their small cap and small-mid cap value disciplines. Prior to founding River Road, Henry was a Senior Vice President and Portfolio Manager for Commonwealth Trust Company. Previously, he was President of Bridges Capital Management and Vice President of PRIMCO Capital Management. Henry earned the CFA designation in 1992. He is a member of the CFA Institute and an active member and past president of the CFA Society of Louisville. He also holds a BA in Business Administration from Bellarmine University and an MBA from Boston College. He has served as adjunct Professor of Finance and Economics at Bellarmine University.

manager photo
Manager Name: Thomas S. Forsha - River Road
Manager start date: 9 September 2013
Manager located in: USA

Thomas joined the investment industry in 1998 and River Road in July 2005. Prior to joining River Road, Thomas was an equity analyst and portfolio manager with ABN AMRO Asset Management USA, where he was responsible for the management of the North American equity allocation of the firm's global high income fund. Thomas is a CFA charterholder, having earlier received a BS in Finance from the Ohio State University's Fisher College of Business and an MBA from the University of Chicago Booth School of Business. He is also a member of the CFA Institute and the CFA Society of Louisville.

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