Fact sheet: Aviva Inv Euro Equity MoM 2

Fund information

Fund name
Aviva Inv Euro Equity MoM 2 2
Fund company manager
Aviva Investors UK Fd Serv Ltd
Fund type
OIC
Fund manager
Lazard Asset Management Limited
since 30/01/2012
Fund objective
The Fund aims for long term capital growth, this is generally regarded as 5 years or more.
Benchmark
FTSE World Europe EX UK
Investment style
Growth
Investment method
Shares

Performance snapshot

Quick stats

1 Year return

38.92 %

1 Year rank in sector

36/98

Sector

UT Europe Excluding UK

Yield

1.12

Fund size

£ 57.5 m

FE Risk score

112

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-0.95 %14.71 %36.97 %54.29 %0 %
Sector1.27 %15.9 %35.37 %43.41 %123.72 %
Rank within sector103 / 10370 / 10036 / 9812 / 87 /
Quartile th4 th3 rd2 nd1 st th

Calendar performance

YTD-20172016201520142013
Fund14.01 %24.73 %9.45 %4.68 %0 %
Sector15.11 %16.44 %9.09 %-0.66 %27.26 %
Rank within sector72 / 1016 / 9745 / 905 / 86 /
Quartile th3 rd1 st2 nd1 st th

Risk statistics

Alpha6.9
Beta0.73
Sharpe1.27
Volatility9.56
Tracking error5.9
Information ratio0.64
R-Squared0.72

Price movement

52 week high256.01
52 week low186.77
Current bid price0
Current offer price0
Current mid price250.93

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-