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
OEIC
Fund manager(s)
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

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

19.25 %

1 Year rank in sector

91/96

Sector

UT Europe Excluding UK

Yield

1.53

Fund size

£ 55.8 m

FE Risk score

113

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund-2.02 %-0.05 %19.25 %51.53 %99.85 %
Sector-1.7 %5.29 %24.05 %46.59 %98.53 %
Rank within sector61 / 10198 / 10091 / 9624 / 8630 / 78
Quartile th3 rd4 th4 th2 nd2 nd

Calendar performance

YTD-20172016201520142013
Fund12.29 %24.73 %9.45 %4.68 %16.76 %
Sector17.01 %16.44 %9.09 %-0.66 %27.26 %
Rank within sector89 / 976 / 9343 / 875 / 8475 / 78
Quartile th4 th1 st2 nd1 st4 th

Risk statistics

Alpha5.59
Beta0.73
Sharpe1.46
Volatility9.34
Tracking error5.99
Information ratio0.26
R-Squared0.68

Price movement

52 week high256.01
52 week low204.92
Current bid price0
Current offer price0
Current mid price243.44

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-