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Aviva Investors UK Listed Equity High Alpha SC 1

Ranked 190 out of 234 in - UK (All Companies) over 36 months
All calculations are in GBP unless stated

Managed by

David Cumming

David Cumming was born in the United Kingdom and earned his an MA (Hons) degree in Economics and Accounting from the University of Edinburgh. His career began in 1983 at Royal London Mutual as a UK investment analyst. In 1985 he moved to Edinburgh Fund Managers where he was a UK unit trust fund manager and after that he was a director at Morgan Greenfell Asset Management. David worked for Standard Life Investments holding the position of head of UK equities until 2017. He is an Associate of the Society of Investment Analysts.

Objective

The Fund aims for long term capital growth, this is generally regarded as 5 years or more. Typically at least 80% of the Fund will be invested in the shares of UK companies.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/04/2016 - 30/04/2019
  • Rank 190/234 Total Return
  • Rank 176/234 Standard Deviation
  • Rank 193/234 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.8%
2018 -15.3% -7.2% 9.6% -1.1% -15.9%
2017 15.4% 4.1% 4.0% 1.9% 4.7%
2016 3.3% -3.7% -5.3% 7.9% 5.0%
2015 5.9% 6.1% -0.4% -5.4% 5.9%
2014 1.9% 0.0% -2.2% 0.6% 3.5%
2013 25.7% 10.8% 1.0% 3.8% 8.2%
2012 12.5% 7.7% -3.6% 5.2% 3.1%
2011 -2.1% 2.6% 2.1% -14.1% 8.8%
2010 21.1% 7.8% -8.3% 13.8% 7.5%
2009 38.8% -8.7% 15.0% 28.4% 3.0%
2008 -36.5% -9.5% -5.8% -9.4% -17.7%
2007 3.9% 6.9% 2.5% -3.5% -1.7%
2006 21.5% 8.2% -3.1% 6.4% 9.0%
2005 22.0% 4.3% 3.8% 6.2% 6.2%
2004 11.3% 2.6% -1.5% 0.0% 10.1%
2003 25.5% -8.3% 17.4% 9.6% 6.4%
2002 -20.7% -0.4% -11.4% -18.0% 9.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Royal Dutch Shell Plc B ORD 9.61%
Glencore PLC ORD 5.04%
Barclays PLC ORD 4.95%
Royal Bank of Scotland Group PLC ORD 4.46%
British American Tobacco PLC ORD 4.46%
Standard Chartered PLC ORD 4.44%
Anglo American PLC ORD 4.25%
BHP Group PLC ORD 3.92%
Prudential PLC ORD 3.89%
John Wood Group PLC ORD 3.04%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date05/11/2001
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN GB0030943236

Purchase Info

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

Charges

  • Annual management1.03%
  • Initial investment0.00%

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