Featured funds

Aviva Investors US Equity Income Fund

Rock Solid in the US. 

Over the past 9 years**, our US based strategy has generated returns ahead of both S&P 500 and the Russell® 3000 Value Index***.

The fund managers of the Aviva Investors US Equity Income Fund, Henry Sanders and Thomas Forsha, draw on their local expertise and aim to generate income from dividend-paying stocks.

The Fund gives UK investors the opportunity to access a successful and highly regarded US equity income investment discipline managed by River Road Asset Management LLC. River Road’s US-based team has a bottom-up approach to selecting companies with robust business models and strong, growing dividends. Using this process, they aim to provide an attractive yield and a competitive total return.

To find out more about the power of dividends, click on the thumbnail below:

**The fund is based on a U.S. comparable strategy that was launched in October 2003. This is not a direct representation of how the fund would have performed.

Fund Manager interview – Aviva Investors US Equity Income Fund

Fund Literature

Literature	Fund Profile	Monthly Update	Key Investor Information Document	Supplementary Information Document	Fund Factsheet	ICVC Application Form	ISA Application Form
Aviva Investors US Equity Income Class 1 acc £							13/14 Transfer Form
Aviva Investors US Equity Income Class 1 inc £							13/14 Transfer Form
Aviva Investors US Equity Income Class 2 inc £							13/14 Transfer Form
Aviva Investors US Equity Income Class 2 acc £							13/14 Transfer Form
Aviva Investors US Equity Income Class 2 inc $							13/14 Transfer Form
Aviva Investors US Equity Income Class 2 acc $							13/14 Transfer Form

Get in touch

^ Telephone calls may be recorded for training and monitoring purposes.
Opening hours for calls are Monday – Friday between 09:00 – 17:00.

Past performance is not a guide to the future. The value of an investment and any income from it can go down as well as up. The Aviva Investors US Equity Income Fund was launched on 8 July 2011 and may differ from the U.S. comparable strategy because of structure, currency movements and the effect of taxation and charges.

*** On 1 July 2007 the U.S. comparable strategy’s benchmark was officially changed from Russell® 3000 Index to Russell® 3000 Value Index. Please note this benchmark is for performance indication only and is not a formal benchmark of the fund or strategy. Russell Investment Group is the source and owner of trademarks, service marks and copyrights related to the Russell indices. Russell® is a trademark of Russell Investment Group.

If the Fund is invested in overseas markets or holds currencies other than sterling, then currency exchange rate movements may cause the value of your investment to fall as well as rise. The fund’s management charge is taken from its capital, so this may allow more income to be paid, however, it may also restrict capital growth and result in capital erosion over time. Investments in smaller companies may be less liquid than in larger companies and price swings may be greater than in larger companies. Therefore, they are generally a higher risk investment than larger companies. The value from an investment and any income from it can go down as well as up.