AI 40:60 Global Equity Index Custom screened Fund Insured Pension Accumulation Units header image

AI 40:60 Global Equity Index Custom screened Fund Insured Pension Accumulation Units

Fund

ISIN GB00BDH3PT69 / Valor null

NAV (2026-02-27)
GBP 2.40+0.38%

AI 40:60 Global Equity Index Custom screened Fund Insured Pension Accumulation Units
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The AI 40:60 Glbl Eq Index (Cust Scrn) Fund aims to provide growth and income by holding a diversified portfolio composed of 40% UK-listed stocks and 60% equities from developed international markets. It invests in a variety of collective investment schemes to achieve this balanced exposure, ensuring the portfolio closely tracks its Composite Benchmark Index. Additionally, the fund may use derivatives to manage the portfolio effectively and adhere to Aviva Investors’ exclusion policies.

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Tags:
capital growth income ftse all share ftse developed ex-uk

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OTHER SHARE CLASSES OF THIS FUND

AI 40:60 Global Equity Custom screened Index Fund UK Institutional Accumulation Units
AI 40:60 Global Equity Custom screened Index Fund UK Institutional Accumulation Units AI 40:60 Global Equity Custom screened Index Fund UK Institutional Accumulation Units
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Annual Return

-50%0%+50%

Risk level

110
0.36%GBP 2.22