Aviva Investors US Equity Income Fund

The United States might not be your first thought if your clients are seeking income. But with a team of local experts and based on a proven strategy that has generated returns ahead of both benchmark* and the S&P 500 over the past 8 years**, the Aviva Investors US Equity Income Fund could soon be up there with all the big attractions.

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. .

Read more about their investment philosophy

* Benchmarked against Russell® 3000 Value Index. On 1 July 2007 the benchmark was officially changed from Russell® 3000 Index to Russell® 3000 Value Index. 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.

** Based on a U.S. comparable strategy that was launched in October 2003, as at 31 January 2012. This is not a direct representation of how this fund would have performed. 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.

If a 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.