Fact sheet: Aviva Inv UK Equity MoM 3

Fund information

Fund name
Aviva Inv UK Equity MoM 3 2
Fund company manager
Aviva Investors UK Fd Serv Ltd
Fund type
OIC
Fund manager
Investec Asset Management
since 29/05/2009
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

20.62 %

1 Year rank in sector

157/269

Sector

UT UK All Companies

Yield

2.23

Fund size

£ 83.2 m

FE Risk score

94

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund3.56 %10.8 %20.68 %22.26 %80.31 %
Sector3.37 %13.92 %21.34 %26.62 %82.46 %
Rank within sector139 / 277238 / 274157 / 269194 / 255143 / 240
Quartile th3 rd4 th3 rd4 th3 rd

Calendar performance

YTD-20172016201520142013
Fund6.05 %18.39 %-1.33 %-0.48 %29.89 %
Sector9.57 %11.16 %3.66 %0.59 %25.66 %
Rank within sector253 / 27527 / 267228 / 258189 / 25382 / 246
Quartile th4 th1 st4 th3 rd2 nd

Risk statistics

Alpha-2.01
Beta1.07
Sharpe0.19
Volatility10.68
Tracking error4.68
Information ratio-0.35
R-Squared0.81

Price movement

52 week high161.49
52 week low124.65
Current bid price0
Current offer price0
Current mid price161.31

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-