• When: 20 February @ 10am
• Register: Click here
• CPD:  1 hours CPD will apply for this event. Both telephone and online participants can avail of CPD provided they register for this event beforehand, remain online for the duration of the event and participate individually.
• Dial in details:
  • Ireland toll free:1 800 930 488

  • Standard International access: +442030032666

  • Passcode: 28010

• Register here.
• CPD:  1 hours CPD will apply for this event. Both telephone and online participants can avail of CPD provided they register for this event beforehand, remain online for the duration of the event and participate individually.
• Dial in details: will be confirmed at a later date

We regularly review the operation of our Focused Managed Funds and following the latest review, we wished to provide a summary of the current approach to the “de-risking” process i.e. the process by which the asset allocations of the funds alters as the maturity date range approaches.

• Our flagship equity fund, the Aviva Irl High Yield Equity Fund, has a new Fund Manager, David Lis. David is the Head of Equities at Aviva Investors and has a strong track record of managing equity income funds.
• There is no change to the investment philosophy and process of the fund. This strong investment process has steered the fund successfully through multiple rising and falling markets.
• David will be supported by the:
  • wider equity income team, who will input their best ideas from their region. This team have a strong track record of performance across their different regions.
  • a specific portfolio constructor with a key role of risk management oversight, to ensure the successful integration of these ideas into the funds.
• Overall, we’re confident that David’s appointment and the support of the wider equity income team will enhance the appeal of the Aviva Irl High Yield Equity Fund and increase the assets under management in the fund over the long term. 

• Markets were volatile in January. These market jitters stemmed from emerging markets
• Central bank policy, particularly in the US, Japan and Europe continues to dictate interest rates will stay low
• Equities and mixed asset funds suffered in January on the back of market volatility
• As you can see from the scorecard, bond, gold, absolute return and property funds generated strong returns in January

* Performance from the date the Canada Life fund first priced on Moneymate 04/03/2003 to 10/02/2014. Performance quoted net of annual fund management charge reflected in the funds unit price.
** Performance from the date the Zurich fund first priced on Moneymate 01/07/2005 – 10/02/2014. For fairness of comparison, the funds are compared gross of AMC (that is before the deductions of charges and tax).
*** Performance from the date Davy Fund first priced on Moneymate 15/10/2002 – 10/02/2014. Performance quoted net of annual fund management charge reflected in the funds unit price.
**** Performance from the date the Irish Life Fund first priced on Moneymate 29/07/2006 – 10/02/2014. Performance quoted net of annual fund management charge reflected in the funds unit price.

Source: Moneymate 11 February 2014. Based on performance to the 10 February 2014.