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Aviva Investors US Equity Income I USD

Ranked 14 out of 17 in - US Income over 12 months
All calculations are in EUR unless stated

Objective

The aim of the Sub-Fund is to provide income and long-term capital growth by investing, mainly, in a portfolio of equities, or equity-related securities such as ADRs and GDRs, options on equities, equity warrants, participation certificates and profit sharing certificates.

Showing fund performance in Luxembourg View performance globally

Performance

US Income over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -6.5%
2017 -4.1% 0.3% -6.0% -1.5% 3.2%
2016 21.6% 1.9% 2.7% 2.9% 12.8%
2015 4.5% 11.1% -7.0% -6.9% 8.6%
2014 26.2% -0.1% 4.9% 8.8% 10.7%
2013 25.1% 16.6% 1.1% -0.5% 6.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. Germany
  3. Luxembourg
  4. Norway
  5. Sweden
  6. Switzerland

Fund Info

  • Launch date09/11/2012
  • Share Class size23Mn
  • Base currencyUSD
  • ISIN LU0837066512

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment5

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