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Aviva Investors European Equity Income B EUR

Ranked 27 out of 29 in - Europe Income over 12 months
All calculations are in GBP unless stated

Managed by

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.

Objective

The objective of the Fund is to increase the value of the Shareholder's investment over time while earning higher income than the securities in the Benchmark. The Sub-Fund invests mainly in the equities of continental European companies denominated in euro. Specifically, at all times, the Sub-Fund invests at least twothirds of total net assets (excluding liquidities) in equities and equity-related securities that are denominated in euro and are issued by companies that have their registered office, or do most of their business, in Europe.

Showing fund performance in United Kingdom View performance globally

Performance

Europe Income over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.6%
2018 -13.6% -4.2% 1.0% -0.5% -10.4%
2017 13.6% 5.2% 5.2% 2.3% 0.4%
2016 17.5% 1.8% 3.4% 8.2% 3.2%
2015 5.1% 9.2% -5.6% -3.3% 5.5%
2014 -3.4% 3.2% -0.7% -3.4% -2.4%
2013 27.0% 10.0% 2.6% 6.1% 6.1%
2012 11.0% 5.8% -7.3% 5.9% 6.9%
2011 -12.1% 4.7% 1.6% -18.2% 1.0%
2010 2.0% 4.6% -12.9% 11.5% 0.3%
2009 9.4% -12.7% 1.8% 23.3% -0.2%
2008 -1.3% -6.1% -5.0% -2.4% 13.3%
2007 14.1% 3.8% 2.9% 3.0% 3.6%
2006 15.5% 9.7% -3.8% 6.6% 2.7%
2005 19.1% 2.2% 3.1% 7.3% 5.3%
2004 8.5% -2.7% 3.1% -0.6% 8.8%
2003 30.0% -7.5% 22.9% 2.6% 11.5%

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 date03/12/2002
  • Share Class size03Mn
  • Base currencyEUR
  • ISIN LU0157818666

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment250

Charges

  • Annual management1.50%
  • Initial investment1.50%

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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).