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AI Climate Transition Glb Eq I USD (0P0001JMLV)

Other OTC - Other OTC Delayed price. Currency in USD
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140.83+1.70 (+1.22%)
At close: 04:00PM EDT

AI Climate Transition Glb Eq I USD

Strandvägen 7A

468 586 107 92
Management information
,Lead manager since 14 March 2022
Andrea is co-manager of the Global Climate Transition Equity fund. He is also a member of our global industrial research hub responsible for generating ideas for our global portfolios. Prior to joining Aviva Investors, Andrea spent seven years at Columbia Threadneedle, where he was a portfolio manager for ESG and sustainable outcome strategies. Before this, he was an insurance equity research analyst at Mediobanca and started his career at Bain & Company as an associate consultant. Andrea holds a MSc in Actuarial Science, he was a visiting scholar at UC Berkeley Industrial Engineering department, and also holds the Chartered Financial Analyst designation. Andrea has 12 years’ experience in the investment industry.
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. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryN/A
Fund familyAviva Investors Luxembourg SA
Net assetsN/A
YTD return6.04%
Yield0.00%
Morningstar rating★★★★
Inception date26 Nov 2020

Fund operations

Last dividendN/A
Last cap gainN/A
Holdings turnoverN/A
Average for categoryN/A

Fees and expenses

Expense0P0001JMLVCategory 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