26
FUND PROFILE
MAY 2012
Aviva Investors is a global asset management business dedicated to building and providing focused investment solutions for its clients.
They manage more than £262 billion (as at 30 September 2011) of assets on behalf of clients worldwide, and has the support of one of the worlds largest insurance groups, Aviva plc. The investment strategies they provide span all major asset classes and a number of specialist investment areas.
In response to market needs, the firm have recently launched a range of multi-asset funds designed to fit the risk-profiles of clients.
They focus on balancing risk and reward with a commitment to sound corporate governance. They are driven by expert investment professionals, whose specialist knowledge of local markets is supported by global infrastructure.
NAME Aviva Inv - UK Focus 1 in GB
Aviva Inv - Distribution 1 Inc TR in GB Aviva Inv - High Yield Bond 1 Inc TR in GB Aviva Inv - UK Equity A TR in GB
Aviva Inv - UK Equity Income A TR in GB Aviva Inv - Global Property 1 Acc in GB
FE CROWN FUND RATING
1 YEAR -0.35 2.96 -0.12 2.35 1.68 4.75
3 YEAR 67.17 54.85 62.79 56.83 52.11 66.02
TOP RATED FUNDS 5 YEAR
4.84 11.07
16.56 12.20 -5.97
10 YEAR 90.60 48.53
NAME
Chris Murphy TR in GB Andrew Lake TR in GB
FUNDS IN FOCUS NAME
Aviva Inv - UK Smaller Companies 1 in GB Aviva Inv - Asia Pacific Property 1 GBP TR in GB Aviva Inv - Managed High Income 1 TR in GB Aviva Inv - UK Income & Growth 1 TR in GB Aviva Inv - Corporate Bond A TR in GB Aviva Inv - Strategic Bond 1 Inc TR in GB
FUND NAME Aviva Inv UK Equity Aviva Inv Managed High Income
1YR 2.2
2.66
3YR
55.56 44.71
ALPHA MANAGERS 5YR
10YR
12.77 50.72
17.03
1 YEAR 5.81
16.98 2.43 0.80 4.43 1.82
3 YEAR 92.07 21.75 65.19 62.02 45.34 46.92
5 YEAR 16.85
17.33 12.84 20.90
10 YEAR 104.19
59.67 70.89
Data source: FE. Calculation basis: bid to bid, net income re-invested, in UK Sterling to 30th April 2012. Past performance is no guarantee of future results. FE does not accept responsibility for any damages or losses which may arise from use of this information. Care has been taken to ensure that the information is correct but FE neither warrants, represents nor guarantees the contents of the information. FE Crown Fund Ratings are based on quant analysis of consistency, volatility and performance of a fund. FE Alpha Manager Ratings identify the best fund managers in the UK, using quant based analysis from 1 Jan 2000. FE AFI represents a portfolio of funds based on different investment attitudes, chosen by the UK’s leading IFAs. For more information visit
www.trustnet.com
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