Fact sheet: Aviva Inv UK Equity MoM 2

Fund information

Fund name
Aviva Inv UK Equity MoM 2 2
Fund company manager
Aviva Investors UK Fd Serv Ltd
Fund type
OIC
Fund manager
Artemis
since 27/01/2015
Fund objective
The Fund aims for long term capital growth, this is generally regarded as 5 years or more.
Benchmark
FTSE All Share
Investment style
Growth
Investment method
Shares

Performance snapshot

Quick stats

1 Year return

19.58 %

1 Year rank in sector

182/269

Sector

UT UK All Companies

Yield

2.68

Fund size

£ 135.1 m

FE Risk score

83

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund3.65 %12.16 %19.58 %17.2 %56.72 %
Sector3.25 %13.76 %21.53 %26.44 %82.21 %
Rank within sector84 / 277197 / 274182 / 269239 / 255231 / 240
Quartile th2 nd3 rd3 rd4 th4 th

Calendar performance

YTD-20172016201520142013
Fund7.84 %11.39 %3.54 %-12.12 %25.98 %
Sector9.41 %11.16 %3.66 %0.59 %25.66 %
Rank within sector197 / 275137 / 267134 / 258253 / 253127 / 246
Quartile th3 rd3 rd3 rd4 th3 rd

Risk statistics

Alpha-2.65
Beta0.95
Sharpe0.06
Volatility9.58
Tracking error4.46
Information ratio-0.68
R-Squared0.79

Price movement

52 week high106.57
52 week low87.03
Current bid price0
Current offer price0
Current mid price106.57

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-