AI Sustainable Stwdsp UK EqIncFdr4GBPAcc (0P0001LOQH.L)
Toronto - Toronto Delayed Price. Currency in GBp (0.01 GBP)
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AI Sustainable Stwdsp UK EqIncFdr4GBPAcc
80 Fenchurch Street
+44 8000512003
Management Information
,Lead Manager since August 4, 2022
Trevor is responsible for the fund management of our retail UK Equity strategy and our UK equity institutional funds. Prior to joining Aviva Investors, Trevor was a fund manager at Henderson Global Investors, where he was co-manager of the Henderson Managed Distribution Fund.
Before this, Trevor worked at New Star Asset Management and before that spent nearly six years at RCM running pan-European institutional mandates. He has also worked at Credit Suisse Asset Management and started his career at Capel Cure Myers, managing both retail and institutional funds. Trevor holds a BA (Hons) in Economics from Aberdeen University and the Securities Institute Diploma.
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. When 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 Assets2.94M
YTD Return4.31%
Yield3.89%
Morningstar RatingN/A1
Inception DateMar 11, 2021
Fund Operations
Last Dividend0.05
Last Cap GainN/A
Holdings TurnoverN/A
Average for CategoryN/A
Fees & Expenses
Expense0P0001LOQH.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
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