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 30 in - Euro Corporates over 36 months
All calculations are in EUR unless stated

Managed by

Simon Blundell

Based in London, Simon Blundell joined BlackRock in 2011 having spent three years at Aviva Investors where he was Head of Institutional Credit Portfolio Management. He manages the Blackrock Corporate Bond Fund using a fundamental investment style. Before joining Aviva, Simon worked at ABN Amro Asset Management and HSBC Asset Management, and he started his career in investments at Morgan Grenfell in 1994. An IMC holder, outside of fund management he enjoys golf and football.

Maurice Browne

Colin Purdie

Colin Purdie, CFA is head of global investment grade credit at Aviva Investors and leads the Global Investment Grade Credit team across London, Singapore, Toronto, Chicago and Paris. Colin manages a range of bond funds investing across a range of strategies and currencies, primarily in the investment-grade credit space. Colin joined the firm in 2010 and prior this, he worked at Aegon Asset Management as a fund manager and banking analyst. Colin holds an LLB (Hons) from the University of Edinburgh and has a certificate in Securities & Financial Derivatives from the Securities Institute.

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 : 31/05/2015 - 31/05/2018
  • Rank 29/30 Total Return
  • Rank 3/30 Standard Deviation
  • Rank 14/30 Max Drawdown
Fund Name Currency Return
26 JSS Sustainable Bond - EUR Corporates P EUR dist EUR

2.6%

27 Berenberg Euro – Corporate Bond Selection I

Currency exposure is hedged

Currency exposure is hedged

EUR

2.1%

28 Invesco Euro Corporate Bond A Acc EUR EUR

1.7%

29 Aviva Investors European Corporate Bond B EUR

1.6%

30 Morgan Stanley Euro Corporate Bond AD EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

0.1%

Fund Name Currency Loss
12 JPM Euro Corporate Bond A Acc EUR EUR

-2.6%

12 Robeco Euro Sustainable Credit DH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.6%

14 Aviva Investors European Corporate Bond B EUR

-2.6%

15 T Rowe Euro Corporate Bond Z EUR EUR

-2.7%

16 BNY Mellon European Credit A EUR EUR

-2.8%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9%
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 investment0.9

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