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Fund Name(s):
  • Aviva Life Ethical Distribution AL/PSB/MLC
Fund Name SRI Style Product Region Asset Type Launch Date
Aviva Life Ethical Distribution AL/PSB/MLC Ethical Life UK Mixed Asset 01/05/2008

As at: 31/01/24

Overview

Filters

Fund information

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

Last amended: 08/02/24 02:52

Important information

This report is for information purposes only and is intended to complement existing services used by UK based financial advisers only. sriServices is not authorised to give investment advice. The information on this site does not in any way constitute advice, recommendation or endorsement of any product or service. Investment decisions should not be based on this information alone. sriServices cannot be held in any way responsible for decisions made or advice offered as a result of using this site.

Whilst we take care to ensure information is as accurate as possible at time of publication we recommend you/financial advisers confirm specific fund details with fund providers. Please see www.sriServices.co.uk for additional information and for our contact details.

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05/02/2024