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Aviva Investors UK Listed Equity Unconstr SC 1 Inc

Ranked 154 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Henry Flockhart

Objective

The Fund aims for long term capital growth and to produce some income. Long term is generally regarded as 5 years or more. 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 share price growth and earnings growth. Typically at least 80% of the Fund will be invested in the shares of UK companies.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.7%
2018 -12.1% -6.5% 8.3% -1.8% -11.7%
2017 13.9% 4.3% 4.2% 0.9% 3.8%
2016 10.7% -1.5% -0.5% 8.6% 3.9%
2015 9.8% 6.0% 0.5% -3.8% 7.1%
2014 0.8% -0.7% 0.0% -2.4% 4.0%
2013 25.0% 9.5% -0.1% 6.3% 7.6%
2012 13.8% 8.3% -2.3% 5.9% 1.6%
2011 0.0% 2.0% 2.6% -10.8% 7.1%
2010 14.1% 4.0% -8.1% 10.4% 8.1%
2009 31.3% -11.1% 14.7% 23.8% 4.0%
2008 -25.0% -10.0% -3.1% -9.9% -4.5%
2007 7.2% 3.8% 3.0% -2.6% 2.9%
2006 19.0% 8.5% -3.0% 4.8% 7.8%
2005 18.9% 4.0% 4.3% 7.0% 2.5%
2004 10.6% 1.9% 0.3% 3.1% 5.0%
2003 22.6% -6.4% 15.7% 5.7% 7.1%
2002 -22.2% 1.6% -11.8% -16.9% 4.4%
2001 -17.0% -9.5% -1.7% -16.5% 11.8%
2000 -3.5% 6.2% -5.6% 0.7% -4.4%
1999 34.4% 10.1% 0.9% -4.9% 27.3%
1998 10.9% 16.4% -0.5% -17.4% 15.8%
1997 21.6% 4.6% 3.8% 13.7% -1.6%
1996 17.5% 3.0% 1.7% 8.0% 3.9%
1995 23.0% 3.5% 4.5% 8.6% 4.8%
1994 -8.1% -6.5% -5.1% 2.5% 1.1%
1993 23.6% 3.4% 1.2% 6.4% 11.1%
1992 24.3% 1.1% 6.1% 1.4% 14.3%
1991 18.4% 16.6% -2.1% 9.5% -5.2%
1990 -5.6% -5.1% 6.0% -13.6% 8.6%
1989 34.4% 17.7% 7.0% 4.4% 2.2%
1988 5.4% 2.6% 6.8% -0.7% -3.2%
1987 6.3% 19.6% 14.8% 4.0% -25.6%
1986 28.0% 20.7% 3.1% -4.3% 7.5%
1985 14.8% 1.9% -3.9% 6.3% 10.2%
1984 20.0% 12.8% -8.0% 8.2% 6.9%
1983 29.1% 11.5% 10.5% -0.9% 5.7%
1982 38.2% 11.6% -3.2% 13.5% 12.6%
1981 23.7% 18.2% 5.2% -13.0% 14.4%
1980 26.3% 6.0% 11.1% 9.0% -1.6%
1979 3.5% 22.5% -8.6% 1.8% -9.2%
1978 9.6% -3.5% 6.3% 9.9% -2.8%
1977 80.3% 28.8% 15.2% 20.4% 0.9%
1976 -6.6% 8.6% -8.7% -13.6% 9.0%
1975 149.1% 67.8% 23.6% 5.5% 13.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
DS Smith PLC ORD 4.45%
Royal Dutch Shell Plc B ORD 4.36%
British American Tobacco PLC ORD 4.28%
Prudential PLC ORD 4.02%
OneSavings Bank PLC ORD 4.01%
BHP Group PLC ORD 3.90%
Glencore PLC ORD 3.79%
Cineworld Group PLC ORD 3.75%
St. James's Place PLC ORD 3.54%
John Wood Group PLC ORD 3.54%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date25/11/1974
  • Share Class size148Mn
  • Base currencyGBP
  • ISIN GB0004456892

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).