Aviva Investors AoV leads to closure of three funds

Assessment of value report

Kathleen Gallagher
clock • 2 min read

Aviva Investors is closing three funds and reducing charges on one, its latest assessment of value reports show.

The reports, which are produced individually for each fund, were published this month. They found the £4bn Corporate Bond fund had not delivered value for the majority of investors and as such would be reducing the charges for share classes one and two. Share class one will see its fee drops from 0.77% to 0.75% while share class two will see its fees drop from 0.62% to 0.52%. Aviva will also be applying a discount to these share classes to "reflect the economies of scale saving" following the growth of the fund over the past 12 months. "This additional discount will be applied based o...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Wealth Club launches UK's first private markets SIPP

Wealth Club launches UK's first private markets SIPP

45% income tax relief

Patrick Brusnahan
clock 24 March 2026 • 1 min read
Rebalancing act: Sometimes doing very little in portfolio management is the hardest thing to do

Rebalancing act: Sometimes doing very little in portfolio management is the hardest thing to do

'More often, it's the quieter disciplines that matter most'

Phillip Young
clock 23 March 2026 • 3 min read
Crypto investors receive 40 times more HMRC tax warnings than stock traders

Crypto investors receive 40 times more HMRC tax warnings than stock traders

Data shows enforcement activity shift

clock 19 March 2026 • 2 min read