Fund Name SRI Style Product Region Asset Type Launch Date
Aviva Stewardship UK Equity Income FP Pn Ethical Pension UK Equity Income 01/04/05

Objectives

Fund Size: £33.30m

As at: 28/02/23

ISIN: GB00B06VGV99

Sustainable, Responsible &/or ESG Overview

Primary fund last amended: 23/03/23 11:30

Information received directly from Fund Manager

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  • Fund Filters

  • Sustainable, Responsible &/or ESG Policy:

    Fund Aim:

    Aims to deliver an income return in excess of the FTSE All-Share Index, annualised over a rolling three year period, whilst also aiming to grow your investment over the long term (5 years or more) by investing in shares of UK companies. Both the income and return aims are measured before the deduction of charges and tax. Any income received is re-invested for growth. All investments must meet ethical investment criteria defined by our Stewardship Investment Policy.

    The fund may also invest in derivatives, cash, deposits, units in collective investment schemes and money market instruments.

    For more information about our Stewardship philosophy, please visit Stewardship

     

    (Source: Aviva website, March 2023)

  • Process

  • Resources, Affiliations & Corporate Strategies

  • Fund Holdings

    Voting Record

Fund Name DS SRI Style Product Region Asset Type Launch Date
Aviva Stewardship UK Equity Income FP Pn Ethical Pension UK Equity Income

Fund Size: £33.30

Total screened & themed / SRI assets: £

Total Responsible Ownership assets: £

Total assets under management: £

As at: 28/02/23

Sustainable, Responsible &/or ESG Policy:

Fund Aim:

Aims to deliver an income return in excess of the FTSE All-Share Index, annualised over a rolling three year period, whilst also aiming to grow your investment over the long term (5 years or more) by investing in shares of UK companies. Both the income and return aims are measured before the deduction of charges and tax. Any income received is re-invested for growth. All investments must meet ethical investment criteria defined by our Stewardship Investment Policy.

The fund may also invest in derivatives, cash, deposits, units in collective investment schemes and money market instruments.

For more information about our Stewardship philosophy, please visit Stewardship

 

(Source: Aviva website, March 2023)

Sustainable, Responsible &/or ESG Process:

Resources, Affiliations & Corporate Strategies

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