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Aviva Investors Emerging Markets Eq Sm Cap A USD

Ranked 8 out of 16 in - Global Emerging Markets Smaller Companies over 12 months
All calculations are in CHF unless stated

Managed by

Will Ballard

Will Ballard is currently a Fund Manager at Aviva Investors based in London. He has been with the firm since 2009 managing equity Emerging Markets and European convergence funds, using small and all cap investment styles. Will is an IMC and CFA and graduated from Cambridge University having studied Geography. Outside of work he enjoys Boxing, running and listening to music.

Bryony Deuchars

Objective

The Sub-Fund invests mainly in equities of small companies in developing or emerging markets. Specifically, at all times, the Sub-Fund invests at least twothirds of total net assets (excluding liquidities) in equities and equity-related securities of companies that have their registered office, or do most of their business, in developing or emerging markets and are deemed to be small cap companies as defined by the Board from time to time.

Showing fund performance in Switzerland View performance globally

Performance

Global Emerging Markets Smaller Companies over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 24.9% 8.0% 1.5% 4.9% 8.6%
2016 9.8% 1.8% 2.9% 8.3% -3.1%
2015 -8.6% -0.5% -4.0% -7.8% 3.7%
2014 8.5% -3.7% 8.3% 7.1% -2.8%
2013 6.7% 12.0% -2.2% -3.2% 0.7%
2012 17.3% 12.7% -6.4% 7.7% 3.2%
2011 -24.4% -6.5% -5.2% -14.9% 0.2%
2010 20.7% 5.9% -1.9% 12.8% 3.0%
2009 86.3% 4.4% 33.8% 16.7% 14.2%
2008 -60.5% -24.0% 1.3% -22.0% -34.3%
2007 -7.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Italy
  6. Luxembourg
  7. Netherlands
  8. Norway
  9. Singapore
  10. Spain
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date22/08/2007
  • Share Class size06Mn
  • Base currencyUSD
  • ISIN LU0300873303

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.70%

Related News

Former JPM equity specialist joins Aviva Investors

Asset management firm bolsters Citywire A-rated manager's team with appointment to aid on Asian and emerging market equity funds.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).