Quick Stats

Bid Price - Offer Price -
Mid Price GBX 154.52 Day Change GBX -0.02 (-0.01%)
Price Date 21 Nov 2017 Crown Rating 2
Shares Class Inc. Yield 0.97 %
Total Expense Ratio 0.95 Fund Size 641,721,900.00
Launch Date 01/11/2010 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.50 Sector IMA UK Equity Income
Min Investment (£) 10,000,000.00 Total Expense Ratio (%) 0.95
ISIN GB00B4VYT126 Min TopUp (£) 500,000.00

Fund Objective

The Fund aims to provide returns through a combination of capital growth and income. Any income will be reinvested, as only accumulation shares are available at present.

Fund Managers

Paul Parascandalo
Paul is a lead manager on the Aviva With Profits Funds and co-manages the Aviva Investors Multi-Asset Risk Targeted , Multi-Manager and Global Income ranges. He is also involved with implementation on the AIMs funds. Paul joined Aviva Investors as an Implementation Manager in the Multi-Asset Funds team, before moving into the fund management role. Prior to Aviva Investors he held a number of roles at HSBC in their private banking arm. Paul holds an MSc (Hons) in Theoretical Physics from University College London and a BSc (Hons) Financial Services from the Institute of Financial Services. He is also a CFA Charter holder.
Thomas Wells
Thomas is a lead multi-asset fund manager at Aviva Investors. He co-manages the Aviva Investors Multi-asset Fund and Multi-manager ranges. He also co-manages the RBS EMS range. Thomas joined Aviva Investors from Cew Capital, where he was responsible for advising private clients and family offices on investments in commercial real estate. Prior to this, he started his career at Barclays Wealth as an investment analyst. He has a First Class BA in Economics from the University of Durham and an MSc in Economics from University College London. He is also a CFA charterholder.