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Fund Objective:
The Fund will aim to grow your investment through a combination of income and capital returns by investing in bonds issued by companies, governments or supranational organisations, whilst aiming to provide a net return greater than the benchmark over the long term (5 years or more).{break}{break}The benchmark (the ""Index"") is a Bloomberg® Barclays® Composite Index, as detailed below.
Manager name
Aviva Investors UK Fd Serv Ltd
Manager start date
22 September 2008
Manager Biography
Chris oversees a range of bond funds which invest across fixed-income assets, including investment-grade corporates, high-yield corporates, government, and emerging markets bonds. Chris Higham, James Vokins and the team were recently awarded the Investment Week Fund Manager of the Year 2015 in the High Yield Bond category. In 2014 the Aviva Investors Strategic Bond Fund was the winner of the Investment Advisor 100 Club Sterling Strategic Bond Fund of the year. In 2013 the Aviva Investors Managed High Income Fund was awarded the Lipper Fund award. Chris has managed the Strategic Bond Fund from launch in 2008. Chris has extensive investment experience. Prior to joining Aviva Investors he worked as a portfolio manager for Old Mutual Asset Managers. He joined the industry as a credit analyst. Chris graduated from Durham University with a BA (Hons) in Economics. He is an associate member of the UK Society of Investment Professionals and is a CFA® Charterholder.
Charges applied by the fund management company for investing in their fund. Please note that Investment Managers may charge each time you buy new units or shares in a fund or trust. Where Investment Managers would have an entry charge, we will negotiate to have it waived so you will not be charged.
N/A%
Ongoing Charges:
The fund manager
The annual charge paid to a fund manager to cover the costs of running the fund. It is an estimate based on the actual amount charged in the previous year.
0.63%
Performance Fee:
The fund manager
A performance fee joins up the interest of the fund manager and their investors. A performance fee is taken when the fund beats pre-set conditions.
N/A
Typical transaction cost:
The fund manager
The costs of dealing within a fund, which the Investment Manager must pay to continue managing the assets. This includes where the Manager decides to sell one stock and buy another. The costs will vary from one fund to another based on how often the Investment Manager trades and the costs applied when trading.
ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.
The FCA website sets out further information in relation to the sustainability labelling and disclosure requirements.
Find out more about responsible investing with Halifax including ESG (Environmental, Social and Governance).
Important information
Halifax Share Dealing Limited. Registered in England and Wales no. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.
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