Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Aviva Investors European Corporate Bond B

Ranked 29 out of 29 in - Euro Corporates over 36 months
All calculations are in EUR unless stated

Managed by

Karine Petitjean

Karine Petitjean joined the Aviva Investors in 2011. In her role as credit risk analyst she is responsible for providing research and recommendations for bonds issued by UK and European entities. She previously worked at Fortis Global Market on the sell-side as a credit analyst covering European Investment Grade Consumer sector. Prior to Fortis, she worked as a credit analyst on the sell-side at Meeschaert-Rousselle between 1997 and 2010. She holds a masters in economics & finance from Pantheon Assas University and she is a member of the European Federation of Financial Analysts.

Alban Tourrade

Alban Tourrade is head of Euro credit funds at Aviva Investors based in France and a member of the Aviva Investors Global Investment Grade Credit team. Prior to joining the firm in 2008, he worked in credit research for Fortis. Alban graduated from the ESSEC Business School with an MA in Financial Techniques, he is also qualified with the French Society of Financial Analysts.

Objective

The Fund aims to provide income with the prospect for capital growth. The Fund will invest in a broad range of bonds (which are loans that pay a fixed or variable rate of interest) issued by companies from Europe. It may also invest in ‘derivatives’, which are instruments linked to the rise and fall of other assets. Derivatives will be used both to achieve the investment objective, and with the aim of simply reducing risk or manage the Fund more efficiently.

Showing fund performance in Ireland View performance globally

Performance

Euro Corporates over : 31/08/2015 - 31/08/2018
  • Rank 29/29 Total Return
  • Rank 4/29 Standard Deviation
  • Rank 21/29 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9% -1.1%
2017 1.5% -0.4% 0.3% 1.1% 0.5%
2016 3.1% 1.8% 1.3% 1.3% -1.4%
2015 -0.6% 2.1% -3.1% -0.7% 1.2%
2014 7.2% 2.3% 2.5% 1.0% 1.2%
2013 2.2% 0.4% -1.0% 1.8% 1.1%
2012 14.0% 6.0% 0.0% 4.3% 3.2%
2011 0.0% 0.2% 1.1% -2.8% 1.5%
2010 4.8% 3.4% -0.3% 3.4% -1.7%
2009 17.4% -4.0% 11.6% 7.2% 2.3%
2008 -10.9% -2.6% -0.4% -6.4% -1.9%
2007 -4.1% 0.5% -1.6% -1.4% -1.6%
2006 1.9% -0.4% -0.9% 2.5% 0.7%
2005 3.1% 0.3% 1.7% 1.5% -0.5%
2004 8.7% 2.5% -0.9% 3.4% 3.5%
2003 12.0% 1.7% 6.1% 1.4% 2.4%
2002 -0.5% -2.3% -1.8% -1.1% 4.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Ireland
  5. Italy
  6. Luxembourg
  7. Norway
  8. Spain
  9. Sweden
  10. Switzerland
  11. United Kingdom

Fund Info

  • Launch date05/11/2001
  • Share Class size06Mn
  • Base currencyEUR
  • ISIN LU0137992961

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment250

Charges

  • Annual management0.90%
  • Initial investment0.90%

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