Quick Stats

Bid Price - Offer Price -
Mid Price GBX 151.28 Day Change GBX +0.42 (0.28%)
Price Date 23 Nov 2017 Crown Rating 4
Shares Class Inc. Yield 0.40 %
Total Expense Ratio 1.64 Fund Size 79,500,000.00
Launch Date 24/04/2007 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 500,000.00 Total Expense Ratio (%) 1.64
ISIN GB00B1N95279 Min TopUp (£) 25,000.00

Fund Objective

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

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.