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Aviva Investors Property Trust

Ranked 5 out of 29 in - UK Physical over 12 months
All calculations are in GBP

Managed by

Philip Nell

Philip Nell is a fund manager at Aviva Investors based in London. Specialising in UK commercial property investment, Nell has a bias towards core and core-plus real estate which demonstrates relative finite volatility and low correlation to the stock market. His strategy works best within a positive economic growth environment. Nell is a member of the Royal Institution of Chartered Surveyors and studied Estate Management at Oxford Brooks University. During his spare time he enjoys skiing and music.

Objective

To obtain optimum returns compatible with security via income and capital appreciation, through investment in certain kinds of real property, property related assets, government and other public securities and units in collective investment schemes.

Performance

UK Physical over : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 6.4% 1.9% 3.1% 1.3%
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 1.5% 0.1% 1.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2012

Top 10 Holdings

Stock Size
Aviva Investors Property Investment 84.64
British Land Company PLC ORD 1.02
Land Securities Group PLC ORD 0.77
Hammerson PLC 0.39
SEGRO PLC 0.27
Great Portland Estates PLC 0.23
Derwent London PLC 0.21
Hansteen Holdings PLC 0.14
Metric Property Investments PLC 0.13
Max Property Group PLC ORD 0.10
31/12/2012

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/09/1991
  • Share Class size616Mn
  • Base currencyGBP
  • ISIN GB0006486152

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment50

Charges

  • Annual management1.3%
  • Initial investment5

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