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Aviva Investors Asian Equity Income I

Ranked 133 out of 136 in - Asia Pacific Excluding Japan over 12 months
All calculations are in USD unless stated

Managed by

Laurence Bensafi

Xiaoyu Liu

Ed Wiltshire

Ed Wiltshire is a portfolio manager, emerging market and Asia Pacific equities at Aviva Investors. He joined the firm in 2001 and prior to this, he worked for State Street Global Advisers as a passive equity fund manager and quant research assistant. Ed holds an MA (Hons) in Mathematics from Oxford University and an MSc from Essex University and holds the UKSIP Investment Management certificate.

Objective

The fund invests mainly in the equities of Asian companies (not including Japan). Specifically, at all times, the fund invests at least two thirds 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 the Asia- Pacific region, but not in Japan.

Showing fund performance in Singapore View performance globally

Performance

Asia Pacific Excluding Japan over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.3% -6.0%
2017 29.4% 11.0% 6.6% 1.8% 7.4%
2016 2.8% 2.3% 0.6% 7.5% -7.0%
2015 -9.4% 1.9% 1.7% -14.5% 2.3%
2014 5.8% -0.8% 7.3% -1.2% 0.5%
2013 2.3% 0.1% -5.7% 6.3% 2.0%
2012 22.1% 14.3% -7.7% 7.1% 8.2%
2011 -17.1% -2.0% 2.3% -20.0% 3.5%
2010 17.7% -1.8% -4.7% 17.3% 7.2%
2009 60.2% -0.5% 28.1% 17.5% 7.0%
2008 -52.5% -12.5% -6.2% -26.1% -21.6%
2007 34.4% 0.8% 14.5% 17.3% -0.7%
2006 27.5% 6.5% -1.3% 3.6% 17.1%
2005 22.2% 0.5% 4.0% 8.3% 7.9%
2004 12.1% 6.5% -11.0% 6.7% 10.9%
2003 15.8% 15.2% 13.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date20/01/2003
  • Share Class size03Mn
  • Base currencyEUR
  • ISIN LU0160787940

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • 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).