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NatWest Income

Ranked 104 out of 129 in - Conservative GBP over 12 months
All calculations are in GBP unless stated

Managed by

Gavin Counsell

Gavin Counsell manages the AIMS Target Income fund as well as a range of Aviva Investors’ multi-asset funds. He joined the company in 2012. Counsell has extensive experience managing large multi-asset funds specialising in portfolio construction, asset allocation analysis and structuring. Prior to joining Aviva Investors, Counsell was a senior investment consultant at Towers Watson within the Strategy team, providing strategic investment advice to pension scheme trustees. This included asset-liability-modelling studies, asset-allocation analysis, risk budgeting and portfolio structuring. Before this, he was a pensions and investment consultant at Aon Consulting. Counsell holds a master of mathematics degree from the University of Warwick. He is also a qualified fellow of the Institute and Faculty of Actuaries.

Thomas Wells

Thomas joined Aviva from Cew Capital, where he was responsible for advising private clients and family offices on investments in commercial real estate. Prior to this, he started his career at Barclays Wealth as an investment analyst. He holds a First Class BA (Hons) in Economics from the University of Durham and an MSc in Economics from University College London. He is also a CFA charterholder.

Objective

Objective is to achieve a regular and growing level of income and capital growth over the long term. To achieve this, this Fund mainly invests in equities, bonds (fixed interest), and cash deposits. The Fund may use derivatives for efficient portfolio management only. For liquidity management purposes this Fund may also invest in other transferable securities, deposits and units or shares in collective investment schemes. Investments can be made in overseas assets and the mix will vary over time, but most investments will be in markets in the UK, North America, Europe and Asia.

Showing fund performance in United Kingdom View performance globally

Performance

Conservative GBP over : 31/03/2018 - 31/03/2019
  • Rank 104/129 Total Return
  • Rank 119/129 Standard Deviation
  • Rank 124/129 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.4%
2018 -7.0% -2.7% 2.3% 0.3% -6.8%
2017 8.5% 3.2% 1.6% 1.4% 2.1%
2016 9.1% 0.0% 2.2% 5.9% 0.8%
2015 2.7% 4.9% -2.2% -3.3% 3.5%
2014 5.8% 1.3% 0.8% 0.2% 3.5%
2013 10.9% 6.6% -2.4% 3.0% 3.4%
2012 11.2% 4.1% -1.1% 5.2% 2.7%
2011 -0.1% -0.3% 1.5% -5.6% 4.6%
2010 8.9% 4.5% -3.9% 6.1% 2.3%
2009 13.6% -6.1% 7.3% 11.0% 1.6%
2008 -4.8% -3.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date09/06/2008
  • Share Class size13Mn
  • Base currencyGBP
  • ISIN GB00B59G0S18

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment250

Charges

  • Annual management1.20%
  • Initial investment5.00%

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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).