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Aviva Investors UK Equity Income SC 1 Inc

Ranked 38 out of 109 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

James Balfour

Christopher Murphy

Christopher Murphy sees the world according to GARP (growth at reasonable price) and the successful adoption of this investment approach has enabled him to hold his own among some of the shrewdest of peers. Murphy's formula targets companies he believes can achieve long-term success and he prefers groups to grow organically rather than through acquisition. He also hones in on the quality of a firm's management, its financial power, the industry in which it operates and its competitive position. Born in 1966, Murphy read physics at Cardiff University and began his investment career in 1988 as a trainee equity analyst at US broker Shearson Lehman. Two years later he took his analytical skills to James Capel where he advised institutional investors, sales teams and traders. Following his illustrious 14 year career at AXA Framlington, Chris joined Norwich Union Collective Investments (now Aviva Investments) in 2006, where he has run both the UK Equity and the Income and Growth funds since December 2006.

Objective

The Fund aims to provide an income above that of the FTSE All-Share Index. Typically at least 80% of the Fund will be invested in the shares of UK companies.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 31/03/2017 - 31/03/2018
  • Rank 38/109 Total Return
  • Rank 47/109 Standard Deviation
  • Rank 45/109 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.9%
2017 12.0% 4.2% 2.9% 0.0% 4.5%
2016 10.3% 0.2% -0.8% 7.9% 2.9%
2015 6.9% 5.6% -0.7% -3.2% 5.3%
2014 3.2% -0.4% 0.5% -1.8% 5.0%
2013 27.2% 11.8% 0.8% 5.8% 6.7%
2012 16.8% 7.5% -0.6% 6.4% 2.9%
2011 0.9% 1.4% 3.6% -9.6% 6.3%
2010 13.6% 3.5% -7.8% 11.1% 7.2%
2009 22.3% -13.0% 10.4% 22.4% 4.1%
2008 -18.2% -10.7% -2.2% -5.7% -0.7%
2007 2.3% 2.5% 3.3% -2.3% -1.1%
2006 18.2% 9.5% -1.6% 3.6% 6.0%
2005 23.2% 4.5% 5.8% 5.7% 5.4%
2004 17.9% 2.3% 3.0% 2.6% 9.0%
2003 22.3% -8.0% 19.0% 5.0% 6.4%
2002 -18.1% 4.2% -9.4% -16.0% 3.2%
2001 -10.9% -6.3% 2.9% -16.7% 10.9%
2000 -1.1% -0.2% -0.2% -1.0% 0.3%
1999 23.6% 11.0% 3.6% -4.3% 12.3%
1998 2.8% 13.3% 0.4% -16.5% 8.3%
1997 24.4% 4.8% 4.6% 13.4% 0.1%
1996 15.2% 2.4% 0.9% 6.8% 4.3%
1995 19.6% 3.4% 4.3% 6.7% 3.8%
1994 -8.2% -6.6% -5.0% 2.1% 1.4%
1993 29.1% 4.6% 3.0% 8.1% 10.8%
1992 20.0% -0.9% 7.2% -3.4% 16.8%
1991 18.5% 18.9% -1.7% 9.6% -7.5%
1990 -2.3% -3.4% 8.5% -14.9% 9.5%
1989 5.5% 2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/04/1989
  • Share Class size136Mn
  • Base currencyGBP
  • ISIN GB0004457197

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).