Aviva Life Deferred Distribution AL/PSBRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -1.1 | 4.9 | -8.6 | 4.9 | 2.0 | |
+/-Sector | -2.1 | -1.0 | 1.1 | -0.8 | 0.6 | |
Sector: Mixed Investment 20%-60% Shares (Life) |
Key Stats | ||
NAV 18/04/2024 | GBX 253.80 | |
Day Change | 0.00% | |
ABI Sector | Mixed Investment 20%-60% Shares (Life) | |
ISIN | GB0031778938 | |
Fund Size (Mil) - | - | |
Share Class Size (Mil) - | - | |
Stakeholder | No | |
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This rating and report were issued for the underlying fund and not the insurance product. Fees of insurance products may be higher, which can negatively impact returns. Insurance products may also hold cash outside the underlying fund, which can strongly affect performance. |
Investment Objective: Aviva Life Deferred Distribution AL/PSB |
To provide a good and growing level of income with prospects for long-term capital growth through investment in a wide range of shares, property, bonds and other fixed interest investments. The fund may use derivatives for investment purposes. |
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Management | ||
Manager Name Start Date | ||
Jim Stride 01/03/2009 | ||
Inception Date 10/05/2002 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
35% FTSE UK Gilts -Linked AllSt , 3% 7 DAY GBP LIBOR , 3.5% FTSE UK Gilts All Stocks , 3.5% FTSE UK Gilts 0-5 Yr , 55% FTSE AllSh TR GBP | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Aviva Life Deferred Distribution AL/PSB | 30/11/2023 |
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