Aviva Investors Global Equity Income Fund 4 GBP Inc
Fund
ISIN GB00BKKJS130 / Valor null
NAV (2025-04-16)
GBP 1.94-1.11%
Aviva Investors Global Equity Income Fund 4 GBP Inc
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General Objective
The Fund aims to grow investors' capital through a combination of income and capital growth, outperforming the MSCI® All Country World Index (GBP) over a rolling 5-year period, with a focus on delivering an income equivalent to at least 125% of the Index's income return over any 12-month period.
Fund Exposure
At least 80% of the Fund is invested in shares of global companies, including up to 20% in emerging markets. The Fund may also invest in other shares, funds, cash, and deposits. Derivatives, such as futures, may be used for efficient portfolio management and risk reduction, including hedging foreign currency risk.
Risks
Investors should be aware that this Fund may not be suitable for those planning to withdraw their money within 5 years. Additionally, the Fund's performance is measured against the Index, with a tracking error expected to range between 2% and 6% annually.