Quick Stats

Bid Price - Offer Price -
Mid Price GBX 291.53 Day Change GBX +0.33 (0.11%)
Price Date 18 Oct 2017 Crown Rating 2
Shares Class Inc. Yield 1.38 %
Total Expense Ratio 0.82 Fund Size 190,946,000.00
Launch Date 01/06/1989 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.70 Sector IMA UK Equity Income
Min Investment (£) 500,000.00 Total Expense Ratio (%) 0.82
ISIN GB0004460571 Min TopUp (£) 25,000.00

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.