Aviva Inv UK Smaller Companies 3
|Bid Price||-||Offer Price||-|
|Mid Price||GBX 526.43||Day Change||GBX +1.59 (0.30%)|
|Price Date||9 Dec 2016||Crown Rating|
|Shares Class||Inc.||Yield||1.39 %|
|Total Expense Ratio||0.33||Fund Size||39,092,700.00|
|Launch Date||28/04/1989||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||GB0004463583||Min TopUp (£)||500,000.00|
The Fund aims for long term capital growth, this is generally regarded as 5 years or more.
David Lis joined the investment industry in 1973. His main responsibilities are UK equity management specialising in the UK Growth segment of the retail sector which covers both emerging and established UK growth companies. David joined Norwich Union Investment Management in 1997. His extensive fund management experience includes Windsor Investment Management, a company he founded and managed; Morgan Grenfell and J Rothschild Investment Management. David began his career at NatWest as an investment analyst, just in time to experience the savage ear market of 1973 - 74.