Aviva Life Ethical Distribution AL/PSB/MLC

SRI Style:

Ethical Style

SDR Labelling:

Product:

Life

Fund Region:

Fund Asset Type:

Multi Asset

Launch Date:

01/05/2008

Last Amended:

Dialshifter ():

Fund Size:

£22.24m

(as at: 28/02/2025)

ISIN:

GB0002786704, GB0031777419

Primary fund last amended:

Information directly from fund manager.

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, March 2025)

Literature

Fund factsheet

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Fund Name	SRI Style	SDR Labelling	Product	Region	Asset Type	Launch Date
Aviva Life Ethical Distribution AL/PSB/MLC	Ethical Style	-	Life	UK	Multi Asset	01/05/2008
					Fund Size: £22.24m (as at: 28/02/2025) ISIN: GB0002786704, GB0031777419
Information received directly from Fund Manager
Please select what you would like to read: 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, March 2025) Literature Fund factsheet