Aviva

Traditional Investment Performance Table

 

The following table shows the past performance of a range of pension funds.  This table has been included to demonstrate the difficulty of choosing funds from table based information. It is difficult to see:

  • the frequency and degree out of out-performance;
  • whether the fund has gone up due to the markets’ movements or because the fund’s management has been effective;
  • is one fund's management worth paying more for?

 

Aviva Funds Traditional Table

Aviva/Fund Name21 Yr to End Sept 20061 Yr to End Sept 20071 Yr to End Sept 20081 Yr to End Sept 20091 Yr to End Sept 20101 Yr to End Sept 20111 Yr to End Sept 20121 Yr to End Sept 20131 Yr to End Sept 20141 Yr to End Sept 2015
Mixed 40-85% S6 Pen (ABI) Mixed Investment 40%-85% Shares (Pen) 15.95 11.74 -18.28 14.20 10.07 -2.25 12.22 15.26 6.56 1.09
AXA Fram Managed Balanced S6 Pen (ABI) Mixed Investment 40%-85% Shares (Pen) 0.00 0.00 -34.28 14.01 14.15 0.25 14.84 17.51 5.95 -0.03
Neptune Balanced S6 Pen (ABI) Mixed Investment 40%-85% Shares (Pen) 0.00 0.00 0.00 11.07 13.44 -0.19 10.68 13.22 5.87 -1.50
Mixed 40-85% GA S2 Pen (ABI) Mixed Investment 40%-85% Shares (Pen) 9.68 10.65 -19.10 13.06 8.97 -3.22 11.12 14.10 5.49 0.09
MultiManager 40-85% Shares S2 Pen (ABI) Mixed Investment 40%-85% Shares (Pen) 11.24 12.89 -17.11 18.25 12.67 0.72 13.19 16.18 7.55 2.13
Man GLG Balanced Managed S2 Pen (ABI) Mixed Investment 40%-85% Shares (Pen) 10.58 10.20 -20.11 14.91 11.52 -4.22 13.89 20.92 10.04 2.54
ATSF Managed S2 Pen (ABI) Mixed Investment 40%-85% Shares (Pen) 12.52 15.31 -15.61 9.72 7.48 -3.28 16.55 19.83 5.85 4.80
Mixed 40-85% S2 Pen (ABI) Mixed Investment 40%-85% Shares (Pen) 10.83 11.80 -18.24 14.22 10.11 -2.20 12.31 15.29 6.56 1.09
Jupiter Merlin Bal Pfl S6 Pen (ABI) Mixed Investment 40%-85% Shares (Pen) 0.00 0.00 -19.37 16.93 13.48 -0.03 13.10 14.75 6.36 5.14
BlackRock Bal Gth Pfl S6 Pen (ABI) Mixed Investment 40%-85% Shares (Pen) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 4.98 0.97
ATSF Managed S6 Pen (ABI) Mixed Investment 40%-85% Shares (Pen) 17.53 15.26 -15.63 9.65 7.43 -3.32 16.49 19.77 5.83 4.81
Schroder Managed Bal S6 Pen (ABI) Mixed Investment 40%-85% Shares (Pen) 0.00 0.00 -32.20 19.20 10.28 -3.19 13.78 15.92 7.52 -2.10
Newton MA Bal S6 Pen (ABI) Mixed Investment 40%-85% Shares (Pen) 0.00 0.00 0.00 0.00 9.04 -0.77 10.75 9.60 4.70 0.35
CF 7IM AAP Mod Advnt S6 Pen (ABI) Mixed Investment 40%-85% Shares (Pen) 0.00 0.00 0.00 0.00 11.62 -4.09 10.97 15.99 8.14 -1.76
Jupiter High Income S6 Pen (ABI) Mixed Investment 40%-85% Shares (Pen) 0.00 0.00 0.00 30.02 8.69 0.66 17.22 15.98 7.90 4.09
MultiManager 40-85% Shares S6 Pen (ABI) Mixed Investment 40%-85% Shares (Pen) 11.53 12.59 -17.43 17.79 12.22 0.32 12.95 16.06 7.35 2.01
JLT Growth S6 Pen (ABI) Mixed Investment 40%-85% Shares (Pen) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 4.49 5.05 0.84
Aberdeen Mti-Asst ex Prop S6 Pen (ABI) Mixed Investment 40%-85% Shares (Pen) 0.00 0.00 0.00 14.55 12.83 1.62 14.54 12.39 4.97 -6.55
All Trt SF Caut Mgd S6 Pen (ABI) Mixed Investment 40%-85% Shares (Pen) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1.78
Aberdeen Mti-Asst ex Prop S2 Pen (ABI) Mixed Investment 40%-85% Shares (Pen) 11.88 11.12 -14.32 14.56 12.83 1.62 14.53 12.39 4.98 -6.56