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Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.
Market Performance
Up 35.9% over the past year, reflecting strong price momentum.Cost Efficiency
Ongoing charge of 0.25% — competitive for the exposure provided.What is AVIV?
Under normal market conditions, the fund will invest at least 80% of its assets in equity securities of large capitalization companies. Additionally, it will invest at least 40% (unless the portfolio managers deem market conditions unfavorable, in which case the fund would invest at least 30%) of its assets in securities of issuers located outside the U.
Performance Highlights
Investment Breakdown
How would AVIV affect your portfolio?
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