Quick Stats

Bid Price - Offer Price -
Mid Price GBX 164.13 Day Change GBX -0.69 (-0.42%)
Price Date 27 Jun 2017 Crown Rating 1
Shares Class Inc. Yield 0.78 %
Total Expense Ratio 1.62 Fund Size 187,500,000.00
Launch Date 01/06/1989 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.62
ISIN GB0032493941 Min TopUp (£) 250.00

Fund Objective

The Fund aims for long term capital growth, this is generally regarded as 5 years or more.

Fund Managers

Charlotte Meyrick
Charlotte is sole fund manager of the Aviva Investors UK Growth Fund, co-manager of the UK Opportunities Fund and part of a team managing £15.1bn AUM (March 16). Charlotte is also lead sector analyst on General Retail, Travel & Leisure and Real Estate. Charlotte graduated from The University of Bath with a BSc in Business Administration. As part of her degree she completed two six-month industrial placements at Citigroup (Emerging Markets Equity Capital Markets and UK Corporate Broking) and ConocoPhillips. Charlotte has completed her IMC Unit 1 and CFA Level 2 exams.