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Aviva Investors US Eq Inc 1 GBP Acc (0P0000TZVU.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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336.20+1.83 (+0.55%)
At close: 09:00PM BST

Aviva Investors US Eq Inc 1 GBP Acc

80 Fenchurch Street

+44 8000512003
Management information
Thomas S. Forsha,Lead manager since 8 July 2011
Mr. Forsha serves as Co-Chief Investment Officer for River Road. Additionally, he is a portfolio manager for River Road’s Dividend All-Cap Value portfolio. He previously served as a supervising portfolio manager for the firm’s Focused Absolute Value® portfolios. Mr. Forsha holds equity in the firm and serves as a non-voting member of the Executive Committee, River Road’s governing body. Prior to joining River Road in 2005, Mr. Forsha served as Equity Analyst and Portfolio Manager for ABN AMRO Asset Management USA, where he was responsible for management of the North American equity allocation
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 assetsN/A
YTD return6.84%
Yield2.64%
Morningstar rating★★
Inception date23 Jun 2017

Fund operations

Last dividend0.01
Last cap gainN/A
Holdings turnover8.38%
Average for categoryN/A

Fees and expenses

Expense0P0000TZVU.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