Aviva Investors Sustainable Stewardship UK Equity Fund Insured Pension Accumulation Units header image

Aviva Investors Sustainable Stewardship UK Equity Fund Insured Pension Accumulation Units

Fund

ISIN GB00BKBQB924 / Valor null

NAV (2024-10-21)
GBP 1.30-0.38%

Aviva Investors Sustainable Stewardship UK Equity Fund Insured Pension Accumulation Units
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General Objective

The fund aims to grow investments and provide an average annual net return greater than the FTSE® All-Share Custom Index over a rolling 5-year period through investment in shares of UK companies, while also making investments aligned with the UN Sustainable Development Goals.

Fund Exposure

At least 85% of the fund will be invested in shares of companies domiciled or incorporated in the UK. The fund may also invest in other shares, funds managed by Aviva Investors companies, derivatives, cash, and deposits. The investment manager has the discretion to build a diverse portfolio of companies across different industry sectors with an emphasis on risk management.

Risks

The fund may be exposed to risks associated with investing in UK companies, market fluctuations, currency risk, and the impact of the exclusion criteria based on ethical, social, and environmental standards. Additionally, the fund's performance is measured against the FTSE® All-Share Custom Index, which may result in tracking error and potential deviations from the benchmark.

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Source

https://www.avivainvestors.com/en-gb/capabilities/equities/ttf/gb00bdzzg241-gbp/

Tags:
sustainable investing uk equities ftse all-share index

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OTHER SHARE CLASSES OF THIS FUND

Aviva Investors Sustainable Stewardship UK Equity Fund UK Feeder Accumulation Units
Aviva Investors Sustainable Stewardship UK Equity Fund UK Feeder Accumulation Units Aviva Investors Sustainable Stewardship UK Equity Fund UK Feeder Accumulation Units
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Annual Return

-50%0%+50%

Risk level

110
-0.39%GBP 1.27
Aviva Investors Sustainable Stewardship UK Equity Fund UK Corporate Income Units
Aviva Investors Sustainable Stewardship UK Equity Fund UK Corporate Income Units Aviva Investors Sustainable Stewardship UK Equity Fund UK Corporate Income Units
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Annual Return

-50%0%+50%

Risk level

110
-0.39%GBP 1.28
Aviva Investors Sustainable Stewardship UK Equity Fund UK Institutional Accumulation Units
Aviva Investors Sustainable Stewardship UK Equity Fund UK Institutional Accumulation Units Aviva Investors Sustainable Stewardship UK Equity Fund UK Institutional Accumulation Units
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Annual Return

-50%0%+50%

Risk level

110
-0.40%GBP 1.48