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Fund Name SRI Style Product Region Asset Type Launch Date
Aviva Life Ethical Distribution AL/PSB/MLC Ethical Life UK Mixed Asset 01/05/08

Objectives

Fund Size: £22.91m

As at: 31/01/24

ISIN: GB0002786704, GB0031777419

Sustainable, Responsible &/or ESG Overview

Primary fund last amended: 08/02/24 02:52

Information received directly from Fund Manager
Please select what you would like to read:

  • Fund Filters

  • Sustainable, Responsible &/or ESG Policy:

    Fund Aim

    The fund aims to generate a growing income with some prospects for capital growth over the medium to long term. The fund invests in UK equities and Sterling denominated corporate bonds, in accordance with its ethical screening criteria. The fund may also invest in UK gilts as well as UK index-linked gilts.

    The manager reserves the right to invest some element of the portfolio in other geographical areas. The fund may also invest, at the manager’s discretion, in transferable securities, derivatives, units in collective investment schemes, money market instruments and short-term bonds. Use may be made of borrowing, cash holdings, hedging and other permitted investment techniques. Derivatives transactions may also be used for meeting the investment objectives of the fund.

    (Source: Fund factsheet, January 2024)

  • Process

  • Resources, Affiliations & Corporate Strategies

  • Literature

    Fund Holdings

    Voting Record
Fund Name DS SRI Style Product Region Asset Type Launch Date
Aviva Life Ethical Distribution AL/PSB/MLC Ethical Life UK Mixed Asset

Fund Size: £22.91

Total screened & themed / SRI assets: £

Total Responsible Ownership assets: £

Total assets under management: £

As at: 31/01/24

Sustainable, Responsible &/or ESG Policy:

Fund Aim

The fund aims to generate a growing income with some prospects for capital growth over the medium to long term. The fund invests in UK equities and Sterling denominated corporate bonds, in accordance with its ethical screening criteria. The fund may also invest in UK gilts as well as UK index-linked gilts.

The manager reserves the right to invest some element of the portfolio in other geographical areas. The fund may also invest, at the manager’s discretion, in transferable securities, derivatives, units in collective investment schemes, money market instruments and short-term bonds. Use may be made of borrowing, cash holdings, hedging and other permitted investment techniques. Derivatives transactions may also be used for meeting the investment objectives of the fund.

(Source: Fund factsheet, January 2024)

Sustainable, Responsible &/or ESG Process:

Resources, Affiliations & Corporate Strategies

Dialshifter

Literature

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