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Aviva Investors Us Equity Income Fund Ii 2 Gbp Acc (0P0000ZLYE)

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2.67 +0.01 +0.42%

03/05 - Closed. Currency in GBP ( Disclaimer )

Type: Fund

Market: United Kingdom

Issuer: Aviva Investors UK Fund Services Limited

ISIN: GB00BCGD4Q00

Asset Class: Equity

Morningstar Rating:
Total Assets: 187.46M

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Aviva Investors Us Equity Income Fund Ii 2 Gbp Acc Overview

On this page you'll find an in-depth profile of Aviva Investors Us Equity Income Fund Ii 2 Gbp Acc. Learn about the key management, total assets, investment strategy and contact information of 0P0000ZLYE among other information.

Investment Strategy

The Fund aims to grow investor's investment by providing combined income and capital growth greater than that of the Russell® 3000 Value Index□ over any given 5-year period, by investing in shares of companies listed on North American stock exchanges. Within this combined aim, the Fund seeks to deliver an income of at least 125% of the income of the Russell® 3000 Value Index over any given 12-month period. Both the income and combined return aims are measured before the deduction of Fund charges and tax. Typically, at least 80% of the Fund will be invested in shares of companies listed on North American stock exchanges.

Contact Information

Address 80 Fenchurch Street
London, EC3M 4AE
United Kingdom

Phone +44 8000512003

Web www.avivainvestors.co.uk

Top Executives

Name	Title	Since	Until
Henry W. Sanders	Co-Portfolio Manager	2013	Now
Biography	Mr. Sanders serves as a portfolio manager for River Road’s Dividend All-Cap Value portfolio. Mr. Sanders holds equity in the firm and serves as a voting member of the Executive Committee, River Road’s governing body. Prior to co-founding River Road in 2005, Mr. Sanders served as Senior Vice President and Portfolio Manager for Commonwealth Trust Co. (Commonwealth SMC). Additionally, he served as President of Bridges Capital Management and Vice President of PRIMCO Capital Management. Mr. Sanders has also served as an adjunct professor of Finance and Economics at Bellarmine University.
Thomas S. Forsha	Equity Analyst	2013	Now
Biography	Mr. Forsha serves as Co-Chief Investment Officer for River Road. Additionally, he is a portfolio manager for River Road’s Dividend All-Cap Value portfolio. He previously served as a supervising portfolio manager for the firm’s Focused Absolute Value® portfolios. Mr. Forsha holds equity in the firm and serves as a non-voting member of the Executive Committee, River Road’s governing body. Prior to joining River Road in 2005, Mr. Forsha served as Equity Analyst and Portfolio Manager for ABN AMRO Asset Management USA, where he was responsible for management of the North American equity allocation

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Aviva Investors U.	2.67	+0.01	+0.42%