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Aviva Investors UK Equity Income

Ranked 74 out of 106 in - UK Equity Income over 12 months
All calculations are in GBP

Managed by

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.

Performance

UK Equity Income over : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 -0.3% -0.4% 0.5% -0.4%
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 2.9% 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 3.6% -0.2% 3.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/04/1989
  • Share Class size150Mn
  • Base currencyGBP
  • ISIN GB0004457197

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment50

Charges

  • Annual management1.0%
  • Initial investment0

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