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Aviva Investors Property Trust

Ranked 21 out of 28 in - UK Physical over 12 months
All calculations are in GBP unless stated

Managed by

Mike Luscombe

Objective

The Fund aims to grow your investment and provide a level of income. The Fund typically invests up to 90% in commercial property in the UK and can invest up to 30% in property related shares. From time to time a level of cash is held in the Fund to enable property transactions and help meet withdrawal requests.

Showing fund performance in United Kingdom View performance globally

Performance

UK Physical over : 31/08/2015 - 31/08/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 -0.2% 0.5%
2015 0.3% 1.2% 1.0% -3.2% 1.4%
2014 11.4% 1.9% 3.1% 2.8% 3.2%
2013 12.0% 0.0% 1.5% 1.7% 8.5%
2012 0.4% 0.6% 0.1% -0.2% -0.1%
2011 -1.9% -3.9% 0.8% 0.4% 0.8%
2010 10.1% 4.7% 2.2% 1.4% 1.4%
2009 -0.8% -9.6% -3.7% 7.1% 6.4%
2008 -21.3% -1.6% -2.6% -5.8% -12.8%
2007 -18.8% 0.4% -0.1% -8.2% -11.7%
2006 19.2% 4.8% 3.2% 4.3% 5.7%
2005 15.2% 2.3% 4.0% 3.3% 4.8%
2004 18.8% 3.2% 2.5% 3.6% 8.5%
2003 11.7% -0.4% 4.3% 2.7% 4.6%
2002 7.5% 2.7% 3.6% -0.4% 1.4%
2001 3.4% 1.0% 0.2% 0.2% 2.0%
2000 14.4% 2.2% 5.4% 2.1% 4.0%
1999 14.1% 5.5% 4.9% 2.8% 0.4%
1998 6.3% 4.5% 2.5% -1.4% 0.6%
1997 16.1% 3.0% 2.8% 4.2% 5.3%
1996 16.0% 5.3% 2.7% 3.5% 3.7%
1995 1.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/09/1991
  • Share Class size242Mn
  • Base currencyGBP
  • ISIN GB0006486152

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.25%
  • Initial investment5

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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).