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Aviva Investors Emerging Markets Equity Inc B USD

Ranked 206 out of 214 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

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 : 30/09/2016 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.4% 0.6% 3.3%
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 -2.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date04/11/1993
  • Share Class size08Mn
  • Base currencyUSD
  • ISIN LU0047882062

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.70%

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