Aviva Investors - Global Convertibles Fund Zh GBP AccRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | 3.8 | -1.3 | |
+/-Cat | - | - | - | -3.4 | -1.7 | |
+/-B’mrk | - | - | - | - | - | |
Category: Convertible Bond - Global, GBP Hedged | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 30/04/2024 | GBP 1026.71 | |
Day Change | -0.24% | |
Morningstar Category™ | Convertible Bond - Global, GBP Hedged | |
IA (formerly IMA) Sector | Specialist Bond | |
ISIN | LU2533783879 | |
Fund Size (Mil) 30/04/2024 | USD 42.96 | |
Share Class Size (Mil) 30/04/2024 | GBP 0.01 | |
Max Initial Charge | - | |
Ongoing Charge 13/02/2023 | 0.16% |
Investment Objective: Aviva Investors - Global Convertibles Fund Zh GBP Acc |
To earn income and increase the value of the Shareholder’s investment, while outperforming the Benchmark over the long term (5 years or more). |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Shawn Mato 26/09/2016 | ||
Inception Date 30/09/2022 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Refinitiv Global Focus CB TR USD | - |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Aviva Investors - Global Convertibles Fund Zh GBP Acc | 31/03/2024 |
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
|