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Forward thinking in action
Strategic partner Barclays is a significant distributor of Morley’s Global Balanced Income fund. Since launch in June 2006, the fund has returned 11.3%, well above its aim of providing a yield of 7% per annum.
The fund is aimed at both retail and institutional investors seeking a regular high income. Designed to perform well in volatile market conditions, the fund is unique in the UK market by investing in both convertible bonds and equities while using call option strategies to enhance returns. The innovative use of options in the fund led to Morley winning the Derivatives Week "Equity end user of the year" award.
By 30 June 2007, inflows to the Global Balanced Income fund had totalled £230 million and it continues to see strong investor demand.
For more information on Morley visit www.aviva.com or www.morleyfm.com.
