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Aviva Investors European Equity B EUR

classificato 227 su 244 di - Europa su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

Frédéric Guignard

Frédéric Guignard manages European equity portfolios in London for Aviva Investors, which he joined in 2012. Prior to joining the company, Guignard worked as a European equity fund manager for SMA Gestion and has previously held roles as an equity fund manager with Pastel & Associés and Société Générale Asset Management. He began his career as an auditor working at Arthur Andersen. He holds a master’s degree in finance from the Panthéon Assas University and the SFAF designation from the French Society of Financial Analysts.

Edward Kevis

Edward Kevis joined Aviva Investors in 2013 and is currently the manager of Aviva Investors’ European Equity Income funds. His responsibilities include supporting the day to day running of all other European Equity funds run out of London office. Kevis progressed to his current role in 2015 after working as assistant fund manager for European equities, and was initially hired as a support services equity analyst for the European and UK equity team. He began his career with Lloyds Banking Group, initially joining the Business Specialist Scheme with various roles in corporate lending, strategy and risk management in the Wholesale Banking division, and then moving to the Business Support Unit Investments team, initially in the portfolio team but later moving to a combined transaction and portfolio role. Kevis holds a BA (Hons) in finance accounting and management from the University of Nottingham, and an applied diploma in corporate banking. He has also passed Level 1 of the IMC and is a CFA charterholder.

Obiettivo

The objective of the Fund is to increase the value of the Shareholder's investment over time by investing mainly in equities of European companies. 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 Europe.

Performance

Europa su un periodo di : 31/12/2017 - 31/12/2018
  • Classificazione 227/244 Rendimento totale
  • Classificazione 117/244 Deviazione Standard
  • Classificazione 227/244 Perdita Massima

Rendimento totale

Performance trimestrale

a 31/12/2018 Annuale T1 T2 T3 T4
2018 -19,5% -2,4% 1,2% -2,5% -16,5%
2017 12,5% 5,9% 2,7% 1,4% 2,0%
2016 -6,6% -6,5% -5,8% 3,9% 2,1%
2015 25,2% 20,8% -0,6% -6,0% 10,8%
2014 7,6% 3,8% 0,2% -0,1% 3,5%
2013 21,7% 6,8% 0,0% 8,1% 5,4%
2012 23,1% 10,9% -5,3% 9,2% 7,4%
2011 -15,6% -0,6% 0,9% -20,3% 5,6%
2010 7,8% 2,7% -8,4% 5,1% 9,0%
2009 29,4% -12,3% 18,1% 21,7% 2,8%
2008 -47,2% -16,4% -1,8% -16,3% -23,1%
2007 3,3% 3,6% 3,7% -2,8% -1,1%
2006 18,8% 10,5% -5,3% 6,2% 6,9%
2005 25,8% 4,7% 5,3% 8,8% 4,9%
2004 11,1% 2,7% 2,0% -0,4% 6,5%
2003 16,9% -13,0% 19,7% 0,3% 12,0%
2002 -30,4% 1,5% -14,9% -24,3% 6,5%
2001 -16,9% -11,5% 0,1% -18,8% 15,5%
2000 -4,4% 11,8% -6,8% -2,7% -5,8%
1999 37,5% 1,7% 3,9% -3,8% 35,3%

Performance mensile

Rendimento vs rischio

Asset Allocation

Ripartizione dell'investimento

30/11/2018

I 10 principali strumenti in portafogliolio

Azioni Dimensioni
SAP SE ORD 4,39%
Banco Santander SA ORD 4,00%
Telefonica SA ORD 3,96%
ASML Holding NV ORD 3,70%
Pernod Ricard SA ORD 3,37%
Fresenius SE & Co KGaA ORD 3,08%
Caixabank SA ORD 3,04%
EssilorLuxottica SA ORD 2,81%
Rio Tinto PLC ORD 2,81%
ABN AMRO Group NV ORD 2,72%
30/11/2018

Registrato Per La Vendita In

  1. Belgio
  2. Finlandia
  3. Francia
  4. Italia
  5. Lussemburgo
  6. Norvegia
  7. Spagna
  8. Svezia
  9. Svizzera
  10. Regno Unito

Informazioni sul fondo

  • Inizio collocamento02/07/1990
  • Dimensione share class10Mn
  • Valuta di baseXEU
  • ISIN LU0010019577

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo2.000
  • Investimento aggiuntivo minimo250

Commissioni

  • Commissioni di gestione annuale1,50%
  • Investimento iniziale1,50%

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Il gestore ex Aviva Investors sostituisce Muhammed Yesilhark, dimessosi a marzo. Ha un rating AA, ottenuto gestendo il quarto miglior fondo a tre anni nella categoria Azionario Europa – escluso Regno Unito.

La performance è relativa al periodo indicato (da fine mese a fine mese, bid/bid, reddito lordo reinvestito, calcolato in EUR).