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Aviva Investors UK Listed Equity Income Class 2 - Income (GBP)

Sell:152.75p Buy:152.75p Change: 2.49p (1.66%)
Prices as at 22 November 2024
Sell:152.75p
Buy:152.75p
Change: 2.49p (1.66%)
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 22 November 2024
Sell:152.75p
Buy:152.75p
Change: 2.49p (1.66%)
Prices as at 22 November 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

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

  • Aviva Investors UK Listed Equity...
  • Aviva Investors UK Listed Equity...
  • IA UK Equity Income
FROM: TO:


Source: Refinitiv Lipper

Fund Track Record

22/11/19 to 22/11/20 22/11/20 to 22/11/21 22/11/21 to 22/11/22 22/11/22 to 22/11/23 22/11/23 to 22/11/24
Annual return -4.72% 18.01% -5.11% 4.90% 13.63%

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: Trevor Green
Manager start date: 12 October 2023
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.

manager photo
Manager Name: Charlotte Meyrick
Manager start date: 12 October 2023
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