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Aviva Investors Global Eq Inc 2 GBP Acc (0P00000XCN.L)

3.5099
+0.0080
+(0.23%)
As of May 1 at 9:00:00 PM GMT+1. Market Open.

Fund Summary

Aviva Investors Global Eq Inc 2 GBP Acc

80 Fenchurch Street
+44 8000512003

Fund Overview

Category --
Fund Family Aviva Investors UK Fund Services Limited
Net Assets 673.01M
YTD Return 0.27%
Yield 2.19%
Morningstar Rating
Inception Date Jul 10, 2024

Fund Operations

Last Dividend 0.03
Last Cap Gain --
Holdings Turnover --
Average for Category --

Fees & Expenses

Expense 0P00000XCN.L Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Ed is the co-portfolio manager of the Aviva Investors Sustainable Stewardship International Equity strategy, Aviva Investors Global Equity Core Strategy and interim co-portfolio manager on the Aviva Investors Global Equity Income Strategy. Ed also has analyst sector coverage within the Global Consumer sector hub. Ed has been responsible for the management of various European equity strategies after being promoted to portfolio manager in 2015. He was appointed co-portfolio manager of the Aviva Investors Climate Transition European Equity strategy in September 2021. Ed was initially hired as a support services equity analyst for the European and UK Equity team in 2013. Ed began his career with Lloyds Banking Group, initially joining the Business Specialist Scheme with various roles in corporate lending, strategy and risk management in the Wholesale Banking division, and then moving to the Business Support Unit Investments team, initially in the Portfolio team but later moving to a combined transaction and portfolio role. Ed holds a BA (Hons) in Finance Accounting and Management from the University of Nottingham, and an Applied Diploma in Corporate Banking. He is a CFA® charterholder and passed the CFA Institute Certificate in ESG Investing in July 2021.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

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.

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