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Aviva Investors Emerging Markets Equity Inc B USD

Ranked 150 out of 221 in - Global Emerging Markets 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

Bryony Deuchars is a portfolio manager responsible for emerging market and Asia Pacific equity strategies at Aviva Investors. In 2016 she joined Aviva Investors from Schroders, where she was a senior EMEA equity analyst. Prior to this she worked for WestAM as an equity analyst and before that for Deloitte & Touche. Deuchars holds a BScEcon in economics from the University of Wales. She also holds the UKSIP Investment Management Certificate and is a CFA charterholder. She is also a Fellow of the Institute of Chartered Accountants In England & Wales (ICAEW).

Objective

The Sub-Fund invests mainly in equities of 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 anywhere in the world.

Showing fund performance in Switzerland View performance globally

Performance

Global Emerging Markets over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.8% -6.1%
2017 19.0% 7.4% 0.6% 3.3% 6.7%
2016 7.0% 1.8% 1.8% 5.3% -2.0%
2015 -16.1% -1.0% -4.6% -10.6% -0.7%
2014 8.2% -1.3% 6.2% 3.2% 0.1%
2013 -7.2% 5.1% -9.1% -0.2% -2.7%
2012 12.0% 9.8% -7.2% 5.5% 4.3%
2011 -22.0% -1.0% -8.8% -19.3% 7.1%
2010 4.5% 1.7% -6.6% 5.4% 4.5%
2009 65.9% 6.9% 24.4% 14.3% 9.1%
2008 -60.1% -23.3% 2.0% -24.8% -32.1%
2007 26.3% 0.7% 13.9% 10.0% 0.1%
2006 20.2% 10.7% -11.0% 7.3% 13.7%
2005 56.9% 5.3% 12.9% 20.1% 9.9%
2004 14.5% 11.0% -11.5% 8.7% 7.2%
2003 39.8% -9.1% 21.4% 10.8% 14.3%
2002 -23.8% 13.6% -19.5% -17.4% 0.9%
2001 0.9% 0.6% 7.9% -30.2% 33.0%
2000 -31.9% 2.4% -11.8% -6.1% -19.6%
1999 78.5% 13.1% 27.1% -8.2% 35.3%
1998 -31.3% 8.7% -19.7% -28.8% 10.7%
1997 2.9% 16.9% 12.8% -7.7% -15.5%
1996 20.4% 7.7% 7.8% -4.2% 8.3%
1995 -17.1% -22.9% 10.9% -0.5% -2.5%
1994 -33.9% -17.3% -11.1% 7.3% -16.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. France
  3. Italy
  4. Luxembourg
  5. Norway
  6. Spain
  7. Sweden
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date04/11/1993
  • Share Class size07Mn
  • Base currencyEUR
  • ISIN LU0047882062

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment0

Charges

  • Annual management1.70%

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