Aviva Investors Higher Income Plus Fund 1 GBP Inc

Category GBP Flexible Bond


star-filledstar-filledstar-filled
Last buy/sell price

45.83p

arrow-up0.02p (+0.04%)

Fund Code

0853118

GB0008531187

Prices updated as at 25 Oct 2024
|
Prices in GBX

Investment objective
The Fund will invest in bonds issued by companies and aims to provide an income of at least 110% of the income return of the benchmark, and an overall net return greater than the benchmark over the long term (5 years or more). At least 80% of the Fund will be invested in bonds (including those issued by governments and supranational organisations) issued in Sterling or hedged to Sterling, including exposure to emerging markets. A maximum of 60% of the Fund may be invested in sub-investment grade bonds, which have been independently rated as sub-investment grade with a credit rating below BBB-/Baa3.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnBelow Average
Morningstar riskAbove Average
Morningstar rating
star-filledstar-filled
5 - year
Morningstar returnBelow Average
Morningstar riskAverage
Morningstar rating
star-filledstar-filled
10 - year
Morningstar returnAverage
Morningstar riskAverage
Morningstar rating
star-filledstar-filledstar-filled
Overall
Morningstar returnAverage
Morningstar riskAverage
Morningstar rating
star-filledstar-filledstar-filled

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 30 Sep 2024

1 year3 years
2.572.02
0.590.65
0.430.88
86.9565.59
0.89-0.49
4.938.47
3.676.11


Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2024 Morningstar. All rights reserved.