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

16.97 %

1 Year rank in sector

226/273

Sector

UT UK All Companies

Yield

2.3

Fund size

£ 80.4 m

FE Risk score

94

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-2.98 %3.24 %16.97 %17.55 %70.15 %
Sector-0.61 %9.29 %21.33 %24.63 %74.67 %
Rank within sector271 / 280267 / 278226 / 273225 / 259153 / 243
Quartile th4 th4 th4 th4 th3 rd

Calendar performance

YTD-20172016201520142013
Fund2.59 %18.39 %-1.33 %-0.48 %29.89 %
Sector8.23 %11.16 %3.66 %0.59 %25.66 %
Rank within sector267 / 27827 / 270232 / 262191 / 25782 / 250
Quartile th4 th1 st4 th3 rd2 nd

Risk statistics

Alpha-2.03
Beta1.08
Sharpe0.27
Volatility10.86
Tracking error4.68
Information ratio-0.34
R-Squared0.82

Price movement

52 week high161.65
52 week low124.65
Current bid price0
Current offer price0
Current mid price156.05

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-