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UK Equity Income
When you’re seeking income from UK-based equities, a handful of familiar names might spring to mind. The Aviva Investors UK Equity Income Fund should be one of them.
The fund has delivered attractive risk-adjusted returns over the long-term and is highly-rated by independent agencies. Its process is well established and robust, based on an approach we call ‘pragmatic contrarian’.
To find out more about this approach, visit the investment process
page
What is the ‘pragmatic contrarian’ approach?
This is an approach adopted by the Fund Manager Chris Murphy and his team of 9 highly experienced investment professionals who share a common philosophy and integrated research process. To Chris, pragmatic means he is disciplined in the way he thinks and contrarian in the sense that he is not interested in largely what the market is doing, only in companies.
This means that we give more weight than some to our research-based convictions, rather than short-term market perceptions. An important distinction which helps us look beyond the big yield payers and build a focused, disciplined, diversified portfolio.
“Consistency of overall team beliefs, long term investing in businesses and not speculating on short term trades, whether it is ”risk-on risk-off” is what has worked well for us. A focus on cashflow, good business models and buying businesses you support and want to own at the right valuations is what has kept us ploughing through these difficult markets” - Chris Murphy, Fund Manager of the Aviva Investors UK Equity Income Fund since April 2009.
Download the Aviva Investors UK Equity Income Fund Profile to find out more
Watch Chris discuss his approach, current portfolio construction and outlook for the future.
Key points
• The Fund provides exposure to a diverse range of companies which we believe have sustainable above-market yields and attractive capital return potential.
• We aim to take a longer-term pragmatic view to help separate market perception from reality which often means taking a contrarian stance.
• Fund Manager Chris Murphy has been working in the investment industry for over 22 years and his overall track record has earned him a Gold rating from Standard & Poors and a Bronze rating from OBSR*
• The Fund has been awarded an ‘A’ rating from Citywire*
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Except where stated as otherwise, the source of all information is Aviva Investors as at 31 January 2012. *Source: Standard & Poor’s / OBSR / Citywire as at 31 January 2012. The fund is in the White list as per the Principal Income Study 2012 as at 31 January 2012.
The value of an investment and any income from it can go down as well as up and is not guaranteed and investors may not get back their original investment. The investment objective of the fund is to prioritise the generation of income over capital growth, all or part of the ACDs fee may be charged against capital instead of income. It is also possible to charge other costs against capital instead of income. This may limit capital growth.
Get in touch
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Sales & Fund Information
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General enquiries |
0800 015 4773^
fund&salessupport@avivainvestors.com^ Telephone calls may be recorded for training and monitoring purposes