Aviva Inv Distribution 3
|Bid Price||-||Offer Price||-|
|Mid Price||GBX 221.94||Day Change||GBX -0.87 (-0.39%)|
|Price Date||25 Oct 2016||Crown Rating|
|Shares Class||Inc.||Yield||3.41 %|
|Total Expense Ratio||0.33||Fund Size||240,900,000.00|
|Launch Date||20/06/1974||Standard Initial Charge (%)||0.00|
|Annual Management Charge (%)||0.30||Sector||IMA UK Equity Income|
|Min Investment (£)||10,000,000.00||Total Expense Ratio (%)||0.33|
|ISIN||GB0030442437||Min TopUp (£)||500,000.00|
The Fund aims to produce a high and growing income and also the chance to provide some long term growth. What is classed as high income depends on factors such as interest rates and investment conditions. Long term is generally regarded as 5 years or more.
Christopher graduated from Cardiff University in 1987 with an honours degree in Physics (BSc). He joined Shearson Lehman in 1988 as a graduate trainee and became a UK equity analyst and continued his career as an analyst at James Capel in 1990 advising institutional investors, sales teams and traders. In 1993 he joined Framlington and was responsible for the management of a range of UK equity funds, he managed the first income and then the growth portfolios, concentrating more on retail funds. Prior to this, he was a UK equity analyst at James Capel and a graduate UK equity analyst at Lehman Bros. Chris later joined in Morley Fund Management in June 2006.