Aviva Investors UK Listed Equity Income Fund 2 GBP Acc
Category UK Equity Income
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
288.54p
0.11p (+0.04%)
Fund Code
NUUQA
B6R51K6
GB00B6R51K64
Prices updated as at 15 May 2025
|
Prices in GBX
Investment objective
The Fund aims to deliver an income return in excess of the income of the FTSE® All-Share Index□ (the “Index”), over 3-year rolling periods, and provide an average annual net return greater than the Index over rolling 5-year periods, by investing in shares of UK companies. At least 80% of the Fund will be invested in shares of UK companies (incorporated or domiciled in the UK), or non UK companies which are listed in the UK or which have significant trading activities in the UK.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
Aviva Investors UK Fund Services Limited
Fund launch date
13 Nov 1998
Domicile
United Kingdom
UCITS
Yes
Fund manager
Trevor Green
Manager start date
11 Sep 2023
Fund manager biography
Trevor is Head of UK equities and co-portfolio manager for our UK Equity Institutional, UK Equity Income and UK Smaller Companies strategies. Within the UK Equities team, Trevor also has sector coverage responsibilities for IT & Communication Services. Prior to joining Aviva Investors, Trevor was a fund manager at Henderson Global Investors, where he was co-manager of the Henderson Managed Distribution Fund. Before this, Trevor worked at New Star Asset Management and before that spent nearly six years at RCM running pan-European institutional mandates. He has also worked at Credit Suisse Asset Management and started his career at Capel Cure Myers, managing both retail and institutional funds. Trevor holds a BA (Hons) in Economics from Aberdeen University and the Securities Institute Diploma.
Fund manager
Kunal Kothari
Manager start date
19 Feb 2024
Fund manager biography
Kunal is responsible for the UK Equity Income strategy and within the UK Equities team also has lead analyst responsibilities for the Consumer Discretionary sector. Prior to joining Aviva Investors, Kunal was a Deputy Fund Manager at Columbia Threadneedle Investments on the CT UK Fund, and lead manager on two segregated mandates. He began his career at Schroders on the Pan Euro Small & Mid Cap equity team and subsequently worked at Santander Asset Management and Merian Global Investors (now Jupiter) on UK All Companies strategies including UK Equity Income, UK Alpha and UK Long/Short. Kunal graduated from the University of Warwick in 2007 with a M.Eng. in Electrical Engineering with First Class Honours and is a CFA Charterholder.
Head office
80 Fenchurch Street
London
United Kingdom
EC3M 4AE
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