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Aviva Investors UK Property Feeder Inc 1

Ranked 30 out of 41 in - UK Physical over 12 months
All calculations are in GBP unless stated

Managed by

Andrew Hook

Andrew Hook, MRICS is a fund manager within the European Retail Funds team at Aviva Investors Property Trust. Andrew has been with the firm since 2007 and prior to this, he was an associate director in the Investment Strategy and Research team at Curzon Global Partners. He graduated from Nottingham Trent University with a post-graduate diploma in Law, from the University of Cambridge with an MPhil in Real Estate Finance, the University of Oxford with an MA in Geography and holds an IMC.

Objective

To obtain returns via income and capital appreciation. The Funds will invest solely in the Aviva Investors UK Property Fund with the exception of cash balances which may also be held for the purposes of maintaining sufficient liquidity to enable the Funds to meet their commitments, such as expenses and redemptions.

Showing fund performance in United Kingdom View performance globally

Performance

UK Physical over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 -1.9%
2018 3.4% 0.4% 1.0% 1.3% 0.7%
2017 7.6% 1.2% 2.0% 1.8% 2.4%
2016 -3.5% -0.2% 0.7% -4.7% 0.8%
2015 0.5% 1.2% 1.1% -3.2% 1.5%
2014 11.8% 1.9% 3.3% 2.8% 3.3%
2013 12.4% 0.0% 1.7% 1.7% 8.7%
2012 0.8% 0.6% 0.4% -0.2% 0.2%
2011 -1.6% -3.9% 1.0% 0.4% 0.9%
2010 10.4% 4.7% 2.4% 1.4% 1.6%
2009 -0.2% -9.6% -3.3% 7.1% 6.7%
2008 -20.9% -1.6% -2.4% -5.8% -12.6%
2007 -18.5% 0.4% 0.1% -8.2% -11.5%
2006 19.6% 4.8% 3.4% 4.3% 5.9%
2005 15.6% 2.3% 4.2% 3.3% 5.1%
2004 19.3% 3.2% 2.7% 3.6% 8.8%
2003 12.2% -0.4% 4.5% 2.7% 4.9%
2002 8.1% 2.7% 3.9% -0.4% 1.6%
2001 3.8% 1.0% 0.4% 0.2% 2.2%
2000 14.9% 2.2% 5.6% 2.1% 4.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Aviva Investors UK Property Fund D Inc 99.29%
Other Fees 1.79%
Tax -0.21%
GBP Cash -0.87%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date18/08/2017
  • Share Class size73Mn
  • Base currencyGBP
  • ISIN GB00BYYZ1N89

Purchase Info

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

Charges

  • Annual management1.25%
  • Initial investment5.00%

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