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Aviva Investors Emerging Europe Equity B EUR

Ranked 22 out of 33 in - Emerging Markets Europe over 12 months
All calculations are in GBP 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.

Objective

The objective of the Fund is to increase the value of the Shareholder's investment over time by investing in equities of companies in countries that have joined the EU since 1 May 2004 or are anticipated to join the EU at a future date. 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 those countries that became members of the EU on 1 May 2004, as well as those countries with formal EU accession programmes.

Showing fund performance in United Kingdom View performance globally

Performance

Emerging Markets Europe over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.5%
2017 21.4% 6.6% 10.5% 2.3% 0.8%
2016 25.1% 12.3% -0.4% 11.5% 0.3%
2015 -1.8% 3.8% -1.9% -1.4% -2.1%
2014 -10.9% -1.5% -1.6% -0.7% -7.4%
2013 4.4% -1.0% -3.1% 8.4% 0.4%
2012 26.7% 15.4% -5.8% 6.1% 9.8%
2011 -29.1% 4.4% 0.4% -29.3% -4.4%
2010 8.2% 11.0% -21.3% 19.7% 3.5%
2009 33.3% -19.7% 19.3% 36.0% 2.2%
2008 -45.5% -14.5% -1.2% -18.6% -20.7%
2007 33.8% 9.9% 15.4% 1.6% 3.9%
2006 30.0% 9.8% -7.2% 7.7% 18.3%
2005 39.2% 9.9% 5.5% 19.9% 0.2%
2004 50.7% 11.9% 2.9% 10.1% 18.9%
2003 29.5% -1.8% 10.6% 10.8% 7.7%
2002 16.5% 14.3% -2.4% -8.6% 14.2%
2001 -0.9% -7.2% 8.8% -20.1% 22.9%
2000 -8.7% 23.7% -15.2% -6.6% -6.8%
1999 21.5% -9.0% 21.6% -17.7% 33.5%
1998 -37.5% 0.6% -23.2% -33.2% 21.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date18/11/1997
  • Share Class size19Mn
  • Base currencyEUR
  • ISIN LU0083327972

Purchase Info

  • Min. initial investment1
  • 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).