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The aim of the Fund is to provide capital growth, that is, to increase the value of investor's investment over a minimum of 5 years. The Fund also aims to outperform the FTSE All-Share Index over any 5 year period after charges. There is no certainty that either aim of the fund will be achieved. The Fund is actively managed which means the Investment Manager decides which investments to buy or sell, and when. The Fund will invest at least 80% in the shares of companies and investment trusts listed on UK stock exchanges. This will include a range of small, medium and large companies.
Name | Title | Since | Until |
---|---|---|---|
Richard Hallett | Head | 2005 | Now |
Biography | Richard is the Head of Liquidity Funds portfolio management. He is the fund manager of the Aviva Investors Sterling Liquidity fund, Aviva Investors Government Liquidity fund, Aviva Pension Deposit Fund, and Aviva Life Deposit Fund. Richard joined the investment industry as a custody clerk in the operations department at Provident Mutual Life Assurance Association, which would ultimately become part of Aviva Investors. He worked through various operations roles before joining the Treasury desk in 1996 as Treasury dealer. Richard holds a BA (Hons) in Accounting and Finance. Since its launch in 2002 Richard has been responsible for running the Aviva Investors Sterling Liquidity fund. Richard was made Head of Liquidity portfolio management in 2018. | ||
Giles Hargreave | Head | 2002 | 2013 |
Biography | Giles has earned a reputation as one of the UK’s leading small-cap investors during his award-winning career. He managed Marlborough Special Situations for more than 20 years and also co-managed Marlborough UK Micro-Cap Growth and Marlborough Nano-Cap Growth. With his wealth of experience, he remains an important member of the investment team. |
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