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
OEIC
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

10.47 %

1 Year rank in sector

189/272

Sector

UT UK All Companies

Yield

2.82

Fund size

£ 122.7 m

FE Risk score

83

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-1.6 %3.32 %10.47 %22.11 %38.74 %
Sector-0.61 %2.29 %12.96 %23.64 %60.86 %
Rank within sector248 / 28074 / 278189 / 272135 / 255235 / 243
Quartile th4 th2 nd3 rd3 rd4 th

Calendar performance

YTD-20172016201520142013
Fund7 %11.39 %3.54 %-12.12 %25.98 %
Sector7.65 %11.16 %3.66 %0.59 %25.66 %
Rank within sector113 / 276137 / 266136 / 259253 / 253126 / 246
Quartile th2 nd3 rd3 rd4 th3 rd

Risk statistics

Alpha-0.49
Beta0.92
Sharpe0.34
Volatility9.3
Tracking error4.18
Information ratio-0.28
R-Squared0.81

Price movement

52 week high108.05
52 week low94.44
Current bid price0
Current offer price0
Current mid price103.94

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-