Quick Stats

Bid Price - Offer Price -
Mid Price GBX 237.96 Day Change GBX -0.08 (-0.03%)
Price Date 16 Jan 2018 Crown Rating 3
Shares Class Inc. Yield 3.30 %
Total Expense Ratio 0.00 Fund Size 274,707,600.00
Launch Date 20/06/1974 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.60 Sector IMA UK Equity Income
Min Investment (£) 500,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BYZC2W42 Min TopUp (£) 25,000.00

Fund Objective

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.

Fund Managers

Chris Murphy
Chris manages the Aviva Investors UK Equity Income and Aviva Investors UK Equity strategies, and has oversight of our global equity teams. Before joining Aviva Investors, Chris worked as a fund manager at Framlington Investment Management, managing first income and then growth portfolios, concentrating on retail funds. Prior to this, Chris was a UK equity analyst at James Capel and a graduate UK equity analyst at Lehman Bros. Chris holds a BSc (Hons) in Physics from University College, Cardiff and holds the IIMR (Institute of Investment Management Research) qualification.
James Vokins
James is responsible for the fund management of a range of the Aviva Investors retail focused bond funds, investing predominantly in investment grade and high-yield credit. He is the lead portfolio manager for the Aviva Investors Monthly Income Plus and the Aviva Investors Distribution fund, in addition to being deputy manager for the Corporate and Strategic bond funds. Prior to joining Aviva Investors, James worked for JP Morgan’s Debt Capital Markets team. He holds a degree in Business Administration from the University of Bath and the Investment Management Certificate. He is also a CFA charterholder.