Aviva Inv Continental European Equity 3
Shares Class | Inc. |
---|---|
Yield | 1.10 |
Total Expense Ratio | 0.34 |
Fund Performance
Cumulative Performance
Discrete Performance
Shares Class | Inc. |
---|---|
Yield | 1.10 |
Total Expense Ratio | 0.34 |
Cumulative Performance
Discrete Performance
Fund Size | 151,719,700.00 | Launch Date | 02/06/1986 | Standard Initial Charge (%) | 0.00 |
---|---|---|---|---|---|
Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.35 |
Sector | IMA UK Equity Income | Min Investment (£) | 10,000,000.00 | Total Expense Ratio (%) | 0.34 |
ISIN | GB0004463708 | Min Topup (£) | 500,000.00 | Ongoing Charge (%) | 0.3500 (on 16/11/2020) |
To grow your investment over the long term (5 years or more).
Frederic Tassin
Fréderic leads our European Equity team, and is also responsible for the fund management of a number of European Equity portfolios. Prior to assuming his current role, Frédéric was responsible for European equity and property portfolio management, a position he progressed to after joining Aviva Gestion d’Actifs (now Aviva Investors) specialising in the Banking, Insurance, Utilities and Property sectors. Frédéric began his career at CRI, joining as an assistant manager and becoming an equity fund manager two years later. Frédéric holds a DESS in Finance from the Université de Rennes 1 and is qualified with the French Society of Financial Analysts (SFAF).
Francoise Labbe
Françoise is responsible for the fund management of our European Equity and Balanced Equity portfolios. Prior to joining Aviva Investors in 2008, Françoise was Co-Head of Euroland Equities Portfolio Management Team at Allianz Global Investors France. Before this, Françoise held a number of roles within Allianz Global Investors France including Strategic Equity Portfolio Manager, Strategic Holdings and Unquoted Shares Portfolio Manager, Head of Buy Side Analysts Team and Buy Side Analyst. Françoise holds a DEA in Economics and International Finance from Bordeaux University, and is a member of the SFAF (French Society of Financial Analysts).
Name | Weight |
---|---|
Belgian Equities | 6.00% |
French Equities | 31.00% |
German Equities | 23.00% |
International Equities | 16.00% |
Portuguese Equities | 2.00% |
Spanish Equities | 2.00% |
Swedish Equities | 2.00% |
Swiss Equities | 13.00% |
UK Equities | 2.00% |
Name | Weight |
---|---|
Belgium | 6.00% |
France | 31.00% |
Germany | 23.00% |
Others | 16.00% |
Portugal | 2.00% |
Spain | 2.00% |
Sweden | 2.00% |
Switzerland | 13.00% |
UK | 2.00% |
Name | Weight |
---|---|
Basic Materials | 4.00% |
Consumer Goods | 22.00% |
Consumer Services | 2.00% |
Financials | 14.00% |
Health Care | 15.00% |
Industrials | 15.00% |
Oil & Gas | 5.00% |
Others | 2.00% |
Technology | 10.00% |
Utilities | 6.00% |
Name | Weight |
---|---|
ALLIANZ SE | 3.28% |
AXA | 2.85% |
FRESENIUS MEDICAL CARE AG & CO | 2.33% |
UNILEVER PLC | 2.07% |
UMICORE SA | 2.00% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.