Aviva Investors | Fund manager factsheet | NatWest Investment Funds

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FE Trustnet Fund managers

Manager factsheet

Aviva Investors
NatWest Investment Funds
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	FE Trustnet verdict Overall, performing about the same as the peer group composite. However, over a long track record, the manager has underperformed the peer group more often than not. There is not sufficient data to say whether good stockpicking has had any real effect on results, which have tended to be similar in rising and falling markets.

Manager profile

Manager biography not available

FOLLOW ON FUNDSWIRE

Annualised total return over 13.4 years

+4.6%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Aviva Investors	16.8	23.5	28.5	31.8	-
Peer Group Composite	14.0	20.9	25.6	30.7	-
Over / Under	2.8	2.6	2.9	1.1	-

Total return for Aviva Investors

Rolling Alpha Quartile:

Discrete three year periods

Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.


Quartile 1
Quartile 2
Quartile 3
Quartile 4

0-36m

12-48m

24-60m

36-72m

48-84m

Discrete calendar year performance : Aviva Investors

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Aviva Investors	16.8	-0.9	6.7	26.9	-18.0	-3.8	6.6	24.7	5.1	6.2
Peer Group Composite	14.0	-1.3	7.5	25.1	-17.0	-2.2	6.5	27.8	6.5	6.5
Over / Under	2.8	0.4	-0.8	1.8	-1.0	-1.6	0.1	-3.1	-1.4	-0.3

Performance vs peer group composite: Aviva Investors

How a manager matches up against his peers gives you some idea of how talented he is. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.

Overall markets

Outperformed peer group composite

4 years

out of a possible 10

Overall markets

Underperformed peer group composite

6 years

out of a possible 10

Rising markets

Outperformed peer group composite

3 years

out of a possible 7

Falling markets

Outperformed peer group composite

1 year

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Natwest Balanced	Lead manager	UT Mixed Investment 40%-85% Shares	since Feb 13 1995 to present

Funds managed previously

Fund	Periods

Royal Bank of Scot Adventurous Growth	since Jun 09 2008 to Sep 30 2011
Royal Bank of Scot Balanced Growth	since Jun 09 2008 to Sep 30 2011
Royal Bank of Scot Cautious Growth	since Jun 09 2008 to Sep 30 2011
Royal Bank of Scot Income	since Jun 09 2008 to Sep 30 2011

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