Aviva Investors UK Opportunities 2 £ Acc (F0GBR04Z15.L)
YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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Aviva Investors UK Opportunities 2 £ Acc
St Helen's, 1 Undershaft
Management information
Mervyn Douglas,Lead manager since 4 November 2001
Mervyn Douglas re-joined Morley, the asset management arm of Norwich Union, in May 2006 from L&G Investment Management. Douglas co-managed the Norwich UK Equity Focus fund from May 2006 with CIO David Lis, who has run it since launch in November 2001 but stepped down in October 2006. Douglas previously worked for Morley between 2002 and 2004 when he lead managed the Norwich UK Equities fund. Prior to Morley, the manager worked for Schroders for five years.
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
CategoryUK Large-Cap Blend Equity
Fund familyAviva Investors UK Fund Services Limited
Net assets227.97M
YTD return9.98%
Yield3.08%
Morningstar rating★★★★
Inception date4 Nov 2001
Fund operations
Last dividend0.00
Last cap gain0.00
Holdings turnover101.43%
Average for categoryN/A
Fees and expenses
ExpenseF0GBR04Z15.LCategory average
Annual report expense ratio (net)0.00%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales load0.00%N/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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