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Aviva Investors UK Equity Income SC 1 Inc

Ranked 43 out of 110 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

James Balfour

James Balfour, CFA, is an equity fund manager at Aviva Investors, responsible for UK equity income strategies. He joined the firm in 2012 as part of their Investor Graduate Training Scheme and was appointed co-manager of the UK equity income strategy in 2016. Balfour graduated from Durham University with a BA in economics and the University of Essex with an MSc in finance and investment.

Christopher Murphy

Christopher Murphy sees the world according to GARP (growth at reasonable price) and the successful adoption of this investment approach has enabled him to hold his own among some of the shrewdest of peers. Murphy's formula targets companies he believes can achieve long-term success and he prefers groups to grow organically rather than through acquisition. He also hones in on the quality of a firm's management, its financial power, the industry in which it operates and its competitive position. Born in 1966, Murphy read physics at Cardiff University and began his investment career in 1988 as a trainee equity analyst at US broker Shearson Lehman. Two years later he took his analytical skills to James Capel where he advised institutional investors, sales teams and traders. Following his illustrious 14 year career at AXA Framlington, Chris joined Norwich Union Collective Investments (now Aviva Investments) in 2006, where he has run both the UK Equity and the Income and Growth funds since December 2006.

Objective

The Fund aims to provide an income above that of the FTSE All-Share Index. Typically at least 80% of the Fund will be invested in the shares of UK companies. The Fund will invest in the shares of a broad range of UK companies based on the Investment Managers view of their long term return prospects, both in terms of potential income and share price growth.

Showing fund performance in Funds Insider View performance globally

Performance

UK Equity Income over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.3%
2018 -10.9% -5.9% 8.3% -2.0% -10.8%
2017 12.0% 4.2% 2.9% 0.0% 4.5%
2016 10.3% 0.2% -0.8% 7.9% 2.9%
2015 6.9% 5.6% -0.7% -3.2% 5.3%
2014 3.2% -0.4% 0.5% -1.8% 5.0%
2013 27.2% 11.8% 0.8% 5.8% 6.7%
2012 16.8% 7.5% -0.6% 6.4% 2.9%
2011 0.9% 1.4% 3.6% -9.6% 6.3%
2010 13.6% 3.5% -7.8% 11.1% 7.2%
2009 22.3% -13.0% 10.4% 22.4% 4.1%
2008 -18.2% -10.7% -2.2% -5.7% -0.7%
2007 2.3% 2.5% 3.3% -2.3% -1.1%
2006 18.2% 9.5% -1.6% 3.6% 6.0%
2005 23.2% 4.5% 5.8% 5.7% 5.4%
2004 17.9% 2.3% 3.0% 2.6% 9.0%
2003 22.3% -8.0% 19.0% 5.0% 6.4%
2002 -18.1% 4.2% -9.4% -16.0% 3.2%
2001 -10.9% -6.3% 2.9% -16.7% 10.9%
2000 -1.1% -0.2% -0.2% -1.0% 0.3%
1999 23.6% 11.0% 3.6% -4.3% 12.3%
1998 2.8% 13.3% 0.4% -16.5% 8.3%
1997 24.4% 4.8% 4.6% 13.4% 0.1%
1996 15.2% 2.4% 0.9% 6.8% 4.3%
1995 19.6% 3.4% 4.3% 6.7% 3.8%
1994 -8.2% -6.6% -5.0% 2.1% 1.4%
1993 29.1% 4.6% 3.0% 8.1% 10.8%
1992 20.0% -0.9% 7.2% -3.4% 16.8%
1991 18.5% 18.9% -1.7% 9.6% -7.5%
1990 -2.3% -3.4% 8.5% -14.9% 9.5%
1989 5.5% 2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/04/1989
  • Share Class size177Mn
  • Base currencyGBP
  • ISIN GB0004457197

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0.00%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).