Aviva Investors UK Listed Small and Mid-Cap Fund

Like many asset allocators we are underweight UK. However this is something we are questioning. The last ten years has been about the US. Many asset allocators are now overweight the US at a time when valuations are stretched. The UK on the other hand has struggled with Brexit, COVID and more value orientated sectors, meaning valuations are much lower than the US.

Charlotte feels that there are opportunities to invest in the UK and the small and mid-cap space. She is style agnostic and sticks to her beliefs, which are – keeping it simple, staying true to her thesis, backing the best ideas and being flexible on valuations.

In terms of valuations, it is more about looking at the longer-term picture and identifying where the value will come from. Being style agnostic is important as she feels this means the strategy can perform across different market cycles….read more

Fund Facts Morningstar


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