The fund seeks to achieve a target income rate, after the deduction of applicable management fees and allowable additional Fund expenses, equal to the greater of 5.50% per annum or the prevailing Bank of England Base Rate plus 1.00% per annum. Investment mainly in a diversified portfolio of bonds and also in actively managed equities. The Fund will also use derivative instruments to generate additional income. The Manager may selectively sell short dated call options over securities in order to generate additional income by setting target ‘strike’ prices at which those securities may be sold in the future. The Fund may invest in any of the following financial instruments in order to achieve its investment objective: transferable securities, units in collective investment schemes, derivatives and forward transactions, money market instruments and deposits.
Mark Wauton (Started: Nov 1, 2009)
Iyad Farah (Started: Jul 3, 2006)
Aviva Investors Global Services Limited
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