Aviva Inv Balanced Managed 3

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 132.02 Day Change GBX +0.59 (0.45%)
Price Date 6 Feb 2014 Crown Rating 2
Shares Class Inc. Yield 2.30 %
Total Expense Ratio 0.34 Fund Size 64,100,000.00
Launch Date 13/11/1998 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.30 Sector IMA UK Equity Income
Min Investment (£) 10,000,000.00 Total Expense Ratio (%) 0.34
ISIN GB0004463146 Min TopUp (£) 500,000.00

Fund Objective

The Fund aims for long term capital growth and to produce some income. Long term is generally regarded as 5 years or more.It will invest in a broad range of worldwide investments based on the fund managers view of their long term return prospects. It invests in shares, bonds and other funds and can also invest in other investments allowed under UK Fund rules. Typically between 45% and 85% of the Fund will be held in shares. Bonds are interest paying loans made to global companies, governments and large international organisations.

Fund Managers

Gavin Counsell
Gavin is responsible for managing a range of multi-asset funds. Joined the investment industry in 2000, and joined Aviva Investors in 2012. Prior to joining Aviva Investors, Gavin was a Senior Investment Consultant at Towers Watson within the Strategy team. Within this role Gavin provided strategic investment advice to pension scheme trustees; schemes with assets ranging from several hundred million to multi-billion. This included providing portfolio construction analysis and asset allocation advice, to achieve both target returns and diverse risk exposures. Before joining Towers Watson, he worked as a Pensions and Investment Consultant for Aon Consulting, between 2000 and 2007, focusing on asset liability modelling studies, asset allocation, portfolio structuring and performance analytics. Gavin is a qualified Fellow of the Institute and Faculty of Actuaries. He also holds a Master of Mathematics degree from the University of Warwick.