News News 2010-05-21 09:May:st 2010-05-21 09:May:st http://www.avivainvestors.com.au kenneth.leong@avivainvestors.com Copyright 2010 Aviva Investors Australia Limited Fri, 21 May 2010 09:56:55 +1000 Fri, 21 May 2010 09:56:55 +1000 http://www.avivainvestors.com.au/news/id/112 Elite Opportunities Fund Awarded 'Four Stars' by S&P

Research house Standard & Poor's (S&P) has upgraded the Aviva Investors Elite Opportunities Fund to ‘Four Stars’*. ‘Four Stars’ is S&P's second highest rating and indicates that the research house has high conviction that the fund will consistently generate risk-adjusted returns in excess of its objectives. S&P noted strengths behind the upgrade were that the fund has a “very capable portfolio manager”, with a “stable and well-resourced investment team”, and a “disciplined, well-articulated investment process which has been consistently applied since inception”.




*To the extent that any ratings, opinions or other information of Standard & Poor’s Information Services (Australia) Pty Ltd (ABN: 17 096 167 556, Australian Financial Services Licence Number: 258896) (“Standard & Poor’s) constitutes general advice, this advice has been prepared by Standard & Poor’s without taking into account any particular person’s financial or investment objectives, financial situation or needs. Before acting on any advice, any person using the advice should consider its appropriateness having regard to their own or their clients’ objectives, financial situation and needs. You should obtain a Product Disclosure Statement relating to the product and consider the statement before making any decision or recommendation about whether to acquire the product. Past performance is not a reliable indicator of future performance. Ratings can change or cease at any time and should not be relied upon without referring to the meaning of the rating. For more information regarding ratings please call S&P Customer Service on 1300 792 553 and also refer to Standard & Poor’s Financial Services Guide at www.fundsinsights.com. Each analytic product or service of Standard & Poor’s is based on information received by the analytic group responsible for such product or service. “S&P” and “Standard & Poor’s” are trademarks of The McGraw-Hill Companies, Inc. ã 2010 Standard & Poor’s Information Services (Australia) Pty Limited.

 


 Wed, 19 May 2010 16:34:59 +1000 Wed, 19 May 2010 16:34:59 +1000 http://www.avivainvestors.com.au/news/id/110 Money Management Fund Manager of the Year Awards

Both the Aviva Investors High Growth Shares Fund (Long Short category) and Small Companies Fund (Small Cap category) were named finalists in their respective Australian Equities categories of the 2010 Money Management Fund Manager of the Year Awards.


Independent research firm, Lonsec were again judging the prestigious awards, which were announced at a ceremony in Sydney on Thursday 13 May. The awards recognise fund managers that performed strongly in their category and which are also well positioned to deliver superior performance in the future.


Congratulations to Richard Dixon and Michael Brown (High Growth Shares Fund) and Stephen Croft, Paul Dewar and Stuart Wilson (Small Companies Fund).

 


 Thu, 25 Mar 2010 14:28:16 +1000 Thu, 25 Mar 2010 14:28:16 +1000 http://www.avivainvestors.com.au/news/id/108 Premier Fixed Income Fund Update Lonsec have recently completed their most recent review of the Premier Fixed Income Fund and we are pleased announced the fund has been upgraded to ‘Investment Grade’ at Lonsec’s latest review*.

"Lonsec has upgraded the Fund’s rating to ‘Investment Grade’ in this review. Lonsec believes that Aviva Investors has quality internal global capabilities with strong analytical focus which brings together qualitative and quantitative research." Source: Lonsec report, March 2010

Reflecting the successful transition of the fund’s management from Australia to our global fixed income team, Lonsec’s report stated that, "The Fund is now managed out of the UK. Lonsec considers this prudent given the main alpha source for the Fund to come from global bonds (UK) and global high yield (US & UK)......"

"Lonsec has met with key members of the global aggregate and global high yield investment teams and considered their investment processes. In Lonsec’s opinion the teams are impressive, especially global high yield, and the underlying capabilities strong."

Click here to download product brochure.





* The Lonsec Limited (“Lonsec”) ABN 56 061 751 102 rating (assigned March 2010) presented in this document is limited to “General Advice” and based solely on consideration of the investment merits of the financial product(s). It is not a recommendation to purchase, sell or hold the relevant product(s), and you should seek independent financial advice before investing in this product(s). The rating is subject to change without notice and Lonsec assumes no obligation to update this document following publication. Lonsec receives a fee from the fund manager for rating the product(s) using comprehensive and objective criteria. Thu, 04 Mar 2010 11:23:48 +1000 Thu, 04 Mar 2010 11:23:48 +1000 http://www.avivainvestors.com.au/news/id/106 Aviva Investors 2010 PDS now available Aviva Investors has released a new Professional Selection PDS dated 1 March 2010. The PDS includes the launch of the Aviva Investors Global Tactical Asset Allocation Fund, an absolute return focused, global macro fund.

We have also issued a Supplementary PDS for our Personal Choice range of funds. This SPDS, dated 1 March 2010, replaces the previous SPDS.

Find out more Wed, 27 Jan 2010 15:05:07 +1000 Wed, 27 Jan 2010 15:05:07 +1000 http://www.avivainvestors.com.au/news/id/102 Aviva Investors Australian Equities Fund rated Recommended by Lonsec The Aviva Investors Australian Equities Fund, managed by Head of Equities Glenn Hart, has been recently awarded a 'Recommended' rating by Lonsec. This is Lonsec’s second highest rating, with Lonsec considering the fund “to be an attractive offering for investors seeking a large cap biased Australian equity portfolio, with a mild ‘contrarian’ approach to stock selection and portfolio construction.”



The Lonsec Limited ("Lonsec") ABN 56 061 751 102 rating (assigned January 2010) presented in this document is limited to "General Advice" and based solely on consideration of the investment merits of the financial product(s). It is not a recommendation to purchase, sell or hold the relevant product(s), and you should seek independent financial advice before investing in this product(s). The rating is subject to change without notice and Lonsec assumes no obligation to update this document following publication. Lonsec receives a fee from the fund manager for rating the product(s) using comprehensive and objective criteria.
 Fri, 08 Jan 2010 13:27:11 +1000 Fri, 08 Jan 2010 13:27:11 +1000 http://www.avivainvestors.com.au/news/id/98 Aviva Investors Listed Property Fund rated Recommended by Lonsec Lonsec has recently awarded the Aviva Investors Listed Property Fund a ‘Recommended’ rating following its review of the Australian Property Securities sector. This is Lonsec’s second highest rating, and according to Lonsec the rating is underpinned by Aviva Investors’ "…consistent adherence to style, robust peer review process and stable team".

The new Lonsec rating builds on the excellent 4.25 star rating from Adviser Edge and the recent ‘Three Stars’* rating from Standard & Poor’s (S&P).




The Lonsec Limited ("Lonsec") ABN 56 061 751 102 rating (assigned December 2009) presented in this document is limited to "General Advice" and based solely on consideration of the investment merits of the financial product(s). It is not a recommendation to purchase, sell or hold the relevant product(s), and you should seek independent financial advice before investing in this product(s). The rating is subject to change without notice and Lonsec assumes no obligation to update this document following publication. Lonsec receives a fee from the fund manager for rating the product(s) using comprehensive and objective criteria.

Adviser Edge is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. Information contained in this document attributable to Adviser Edge must not be used to make an investment decision. The Adviser Edge rating is valid at the time the report was issued, however it may change at any time. While the information contained in the rating is believed to be reliable, its completeness and accuracy is not guaranteed. The Adviser Edge star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. Only licensed financial advisers may use the Adviser Edge star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product.

* To the extent that any ratings, opinions or other information of Standard & Poor’s Information Services (Australia) Pty Ltd (ABN: 17 096 167 556, Australian Financial Services Licence Number: 258896) (“Standard & Poor’s”) constitutes general advice, this advice has been prepared by Standard & Poor’s without taking into account any particular person’s financial or investment objectives, financial situation or needs. Before acting on any advice, any person using the advice should consider its appropriateness having regard to their own or their clients’ objectives, financial situation and needs. You should obtain a Product Disclosure Statement relating to the product and consider the statement before making any decision or recommendation about whether to acquire the product. Past performance is not a reliable indicator of future performance. Ratings can change or cease at any time and should not be relied upon without referring to the meaning of the rating. For more information regarding ratings please call S&P Customer Service on 1300 792 553 and also refer to Standard & Poor’s Financial Services Guide at www.fundsinsights.com. Each analytic product or service of Standard & Poor’s is based on information received by the analytic group responsible for such product or service. “S&P” and “Standard & Poor’s” are trademarks of The McGraw-Hill Companies, Inc.

© 2009 Standard & Poor’s Information Services (Australia) Pty Limited
 Fri, 08 Jan 2010 13:28:36 +1000 Fri, 08 Jan 2010 13:28:36 +1000 http://www.avivainvestors.com.au/news/id/100 Small Companies Fund finalist in the S&P Awards On October 30 it was announced that the Aviva Investors Small Companies Fund was a finalist in the Australian Equities – Small Cap sector of the 2009 Standard & Poor's Fund Awards.

The awards are based on a qualitative assessment of specific investment-management capabilities within an investment sector.

Being a finalist is recognition of the fund’s continued outperformance during challenging market conditions, having generated an excess return of 7.6% p.a. (gross of fees) over its benchmark since its inception.1 The fund has been consistently ranked in the 1st quartile of performance over the long term2 and has achieved strong ratings from research houses.




1 Returns are calculated as at 31 October 2009. Net of fees the fund has generated an excess return of 6.5% p.a. above its benchmark since inception. The fund’s benchmark is the S&P/ASX Small Ordinaries Accumulation Index. The Inception date of the Aviva Investors Professional Selection Small Companies Fund is 19th November 1999.

2 Mercer MPA Retail IDPS Australian Small Companies survey as at 31 October 2009.
 Thu, 17 Sep 2009 10:58:44 +1000 Thu, 17 Sep 2009 10:58:44 +1000 http://www.avivainvestors.com.au/news/id/94 Aviva Investors Listed Property Fund wins award The Aviva Investors Listed Property Fund has won the award for Best Australian Listed Property Fund at the 2009 AFR Smart Investor Blue Ribbon Awards. These premier industry awards judge funds on a range of criteria, including the quality of investment personnel, level of resourcing and performance track record.

The fund also continues to be ranked in the first quartile across all time periods in the Mercer Australian Listed Property Survey.*

The Aviva Investors Listed Property Fund is an actively managed, concentrated fund that aims to provide tax efficient growth and income from investments in listed property related securities. Our strength lies in our rigorous and fundamental approach to selecting high quality property securities at attractive prices. Our Listed Property portfolio provides exposure to a wide range of income producing real estate such as office buildings, shopping centres, industrial sheds, residential estates, retirement villages and hotels.

* Source: Mercer Retail Survey over 1,3,5,7,10 and 15 years as at 31 July 2009
 Wed, 22 Jul 2009 15:45:45 +1000 Wed, 22 Jul 2009 15:45:45 +1000 http://www.avivainvestors.com.au/news/id/92 Elite Opportunities Fund rated ‘Recommended’ by Lonsec Lonsec have recently awarded the Aviva Investors Elite Opportunities Fund a ‘Recommended’ rating following their review of the Australian Equity Concentrated sector. This is Lonsec’s second highest rating and is an upgrade from the previous ‘Investment Grade’ rating.

According to Lonsec, the new rating is "... primarily driven by the quality, rigour and drive of the Fund’s portfolio manager and well resourced investment team. Aviva plc has confirmed that it will not be selling its investment management business and Lonsec does not expect the sale of Aviva’s other Australian businesses to have a material impact on the Fund".

The Lonsec Limited ("Lonsec") ABN 56 061 751 102 rating (assigned July 2009) presented in this document is limited to "General Advice" and based solely on consideration of the investment merits of the financial product(s). It is not a recommendation to purchase, sell or hold the relevant product(s), and you should seek independent financial advice before investing in this product(s). The rating is subject to change without notice and Lonsec assumes no obligation to update this document following publication. Lonsec receives a fee from the fund manager for rating the product(s) using comprehensive and objective criteria.



 Mon, 06 Jul 2009 10:56:57 +1000 Mon, 06 Jul 2009 10:56:57 +1000 http://www.avivainvestors.com.au/news/id/88 High Growth Shares Fund & Long/Short Equity Fund – ‘Highly Recommended’ rating from Lonsec Following Lonsec's recent annual review of the Australian Equity Long/ Short sector, Lonsec has again awarded the Aviva Investors High Growth Shares Fund 'Highly Recommended' and issued a new rating of 'Highly Recommended' to the Aviva Investors Long/Short Equity Fund. A ‘Highly Recommended’ is Lonsec's highest rating.

According to the report….."The rating confirms Lonsec’s high regard for the strong long-term track record and experience of the portfolio manager, short selling capability, breadth of the research and risk management process".

The Lonsec Limited ("Lonsec") ABN 56 061 751 102 rating (assigned June 2009) presented in this document is limited to "General Advice" and based solely on consideration of the investment merits of the financial product(s). It is not a recommendation to purchase, sell or hold the relevant product(s), and you should seek independent financial advice before investing in this product(s). The rating is subject to change without notice and Lonsec assumes no obligation to update this document following publication. Lonsec receives a fee from the fund manager for rating the product(s) using comprehensive and objective criteria.