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Fund Name(s):
  • Aviva Stewardship UK Equity Income FP Pn
Fund Name SRI Style Product Region Asset Type Launch Date
Aviva Stewardship UK Equity Income FP Pn Ethical Pension UK Equity Income 01/04/2005

As at: 28/02/23

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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)

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Last amended: 23/03/23 11:30

Important information

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04/29/2024