Aviva Investors Strategic Bond Fund 2 GBP IncRegister to Unlock Ratings |
Performance History | 31/01/2025 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 1.3 | -11.7 | 7.5 | 4.6 | 0.7 |
![]() | +/-Cat | 1.3 | -2.9 | 0.4 | 0.0 | -0.2 |
![]() | +/-B’mrk | 3.2 | 1.7 | 1.7 | 1.8 | 0.3 |
Category: Global Flexible Bond - GBP Hedged | ||||||
Category Benchmark: Morningstar Gbl Core Bd GR ... |
Key Stats | ||
NAV 07/02/2025 | GBX 99.94 | |
Day Change | 0.00% | |
Morningstar Category™ | Global Flexible Bond - GBP Hedged | |
IA (formerly IMA) Sector | £ Strategic Bond | |
ISIN | GB00B3CGHN82 | |
Fund Size (Mil) 07/02/2025 | GBP 202.56 | |
Share Class Size (Mil) 07/02/2025 | GBP 11.61 | |
Max Initial Charge | - | |
Ongoing Charge 13/02/2024 | 0.63% |
Investment Objective: Aviva Investors Strategic Bond Fund 2 GBP Inc |
The Fund will aim to grow investors investment through a combination of income and capital returns by investing in bonds issued by companies, governments or supranational organisations, whilst aiming to provide a net return greater than the benchmark over the long term (5 years or more). At least 80% of the Fund will be invested in bonds, issued in Sterling or hedged to Sterling, and no more than 60% of the Fund will be invested in bonds which have been independently rated as sub-investment grade with a credit rating below BBB-/Baa3. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Chris Higham 22/09/2008 | ||
James Vokins 29/06/2016 | ||
Inception Date 22/09/2008 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
33.3% Bloomberg Gbl Agg Corp TR Hdg GBP , 33.4% Bloomberg Gbl HY exCMBS&EMG 2% C TR HGBP , 33.3% Bloomberg Treasury G7 Hgd TR GBP | Morningstar Gbl Core Bd GR Hdg GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Aviva Investors Strategic Bond Fund 2 GBP Inc | 31/12/2024 |
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