0P0001MZ8J - Aviva Investors - Social Transition Global Equity Fund R USD Acc

NYSE American - NYSE American Delayed Price. Currency in USD

Aviva Investors - Social Transition Global Equity Fund R USD Acc

Strandvägen 7A

468 586 107 92
Management Information
,Lead Manager since November 29, 2021
Matt is Co-Fund Manager of all active European equity funds managed in Aviva Investors’ London office and lead analyst for the European healthcare sector. Matt joined Aviva Investors in late 2016 as a graduate intern for the Global Executive Committee, before moving to the Equities team in summer 2017. Prior to joining AI, he began his career as an analyst for the University of Tulsa’s $4 million Student Investment Fund. Matt holds a BA (Hons) in Finance from the University of Tulsa. He is also a holder of the IMC, passed CFA Level I and II examinations and is a CFA Level III candidate.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

Fund FamilyAviva Investors Luxembourg SA
Net AssetsN/A
YTD ReturnN/A
Morningstar RatingN/A1
Inception DateNov 29, 2021

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

Expense0P0001MZ8JCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A