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Aviva Investors Global Equity Income SC 1 Acc

Ranked 20 out of 99 in - Global Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Richard Saldanha

Richard Saldanha is an equities fund manager at Aviva Investors. Prior to joining the firm in 2006, he worked for Punter Southall & Co in an actuarial internship role. He holds an MChem in Chemistry from the University of Oxford and the IMC.

Objective

The Fund aims to provide a rolling annual income yield at least one and a quarter times higher than the annual income yield produced by the broad world equity share index.the MSCI World Index (GBP), together with the potential for share price growth.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equity Income over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.1%
2018 -3.9% -7.1% 9.3% 4.8% -9.7%
2017 11.9% 5.4% -0.5% 1.6% 4.9%
2016 20.0% 2.0% 4.1% 6.1% 6.5%
2015 7.9% 11.0% -6.4% -5.6% 10.1%
2014 10.9% -0.4% 2.8% 4.5% 3.7%
2013 15.4% 9.4% 1.5% 0.5% 3.4%
2012 11.0% 13.9% -8.5% 7.1% -0.5%
2011 -7.8% 2.0% -1.1% -15.4% 8.1%
2010 14.3% 6.2% -11.1% 10.2% 9.8%
2009 28.4% -7.8% 15.2% 15.7% 4.5%
2008 -35.8% -13.2% 0.3% -14.7% -13.5%
2007 9.5% 0.5% 4.9% 5.6% -1.6%
2006 10.9% 7.0% -4.5% 3.2% 5.2%
2005 19.7% 0.8% 2.8% 8.1% 6.9%
2004 7.1% 1.2% -0.1% -0.3% 6.2%
2003 23.4% -5.8% 12.3% 7.8% 8.1%
2002 -33.5% -7.1% -16.0% -16.3% 1.8%
2001 -37.0% -25.5% 4.8% -29.7% 14.8%
2000 -1.2% 3.5% -22.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Cisco Systems Inc ORD 4.67%
Mcdonald's Corp ORD 4.30%
Total SA ORD 3.80%
Home Depot Inc ORD 3.77%
Unilever PLC ORD 3.68%
JPMorgan Chase & Co ORD 3.65%
Microsoft Corp ORD 3.57%
Broadcom Inc ORD 3.31%
Nextera Energy Inc ORD 3.20%
Pfizer Inc ORD 2.99%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date14/02/2000
  • Share Class size32Mn
  • Base currencyGBP
  • ISIN GB0030441918

Purchase Info

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

Charges

  • Annual management1.17%
  • Initial investment0.00%

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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).