Aviva Investors UK Lstd Eq Uncons1GBPInc (0P00000RAO.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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Aviva Investors UK Lstd Eq Uncons1GBPInc
80 Fenchurch Street
+44 8000512003
Management information
,Lead manager since 29 April 2024
Mathew is co-manager on the Aviva Investors UK Equity Unconstrained UK Small and Mid-Cap Funds. Prior to joining Aviva Investors, Mathew was a fund manager at Columbia Threadneedle Investments, where he led on both a UK All Cap and UK Mid Cap equity strategy, including as lead fund manager of the CT Universal MAP UK equity fund range. Before this, he worked at BMO Global Asset Management as an equity analyst, primarily looking at emerging markets, before switching to the UK listed equity space in 2015. Mathew started his career at F&C Asset Management. He holds a BSc in Financial Economics from Birkbeck, University of London, has completed all levels of the CFA Program, and has been awarded the Certificate in ESG Investing, CFA Institute, 2024.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryN/A
Fund familyAviva Investors UK Fund Services Limited
Net assets197.05M
YTD return7.28%
Yield2.12%
Morningstar rating★★★★
Inception date20 Aug 2012
Fund operations
Last dividend0.01
Last cap gainN/A
Holdings turnover135.37%
Average for categoryN/A
Fees and expenses
Expense0P00000RAO.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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