News 2010-03-09 09:Mar:th 2010-03-09 09:Mar:th http://www.avivainvestors.com.au kenneth.leong@avivainvestors.com Copyright 2010 Aviva Investors Australia Limited 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 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 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 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 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 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 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 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.

Wed, 24 Jun 2009 12:21:25 +1000 Wed, 24 Jun 2009 12:21:25 +1000 http://www.avivainvestors.com.au/news/id/86 On 22 June 2009 Aviva announced that its Australian life business and Navigator platform are to be sold to National Australia Bank (NAB). It is important to note that Aviva Investors Australia has not been sold, and will continue to serve retail and institutional clients.

Aviva plc's global business includes three pillars: general insurance, life insurance and asset management. Aviva Investors is the global asset management business of Aviva plc with $500 billion in funds under management*. The company operates with 1,300 employees in 15 countries across Asia Pacific, Europe and North America.

Aviva Investors Australia, the Australian asset management business, has been specifically excluded from the Aviva Australia sale as part of the Aviva group’s commitment to building a global asset management business incorporating the Australian market. In September 2008 the group's asset managers joined together to form one united global business.

As the regional head office for Asia Pacific, the Australian business is of strategic importance to Aviva Investors, particularly given the experience and track record of our local investment team.

Asia Pacific remains one of the key growth opportunities for the global group. We continue to seek ways to expand and strengthen the business, building on our already strong record of outperformance across the equities and fixed income markets. Aviva Investors retail products are listed on a variety of platforms and continue to generate inflows for the firm. We also service a large number of institutional clients and we expect this number to grow.

In continuing to leverage the experience and resources of our global colleagues we plan to bring innovative investment solutions to the Australian market and, in turn, export our high quality Australian products.

We look forward to continuing to provide our clients with a leading range of investment solutions.


*As at 31 December 2008


Tue, 07 Jul 2009 09:04:02 +1000 Tue, 07 Jul 2009 09:04:02 +1000 http://www.avivainvestors.com.au/news/id/90 The Aviva Investors Listed Property Fund has achieved a rating of 4¼ stars (out of a possible 5 stars) from property research group, Adviser Edge. This is an upgrade from the 3¾-star rating achieved by the fund last year. Wed, 17 Jun 2009 16:05:14 +1000 Wed, 17 Jun 2009 16:05:14 +1000 http://www.avivainvestors.com.au/news/id/84 ASIC has announced that the temporary ban on covered short selling of financial securities has been lifted effective 25 May 2009. As a result there are no short selling bans that are relevant to the Aviva Investors High Growth Shares Fund.

The Aviva Investors High Growth Shares Fund is a long-biased Australian equities fund, which aims to significantly outperform the S&P/ASX 200 Accumulation index by employing a number of techniques, including short selling, active trading and enhanced longs. The fund continued to achieve strong excess returns over the past eight months despite the ban, and importantly has strongly outperformed its benchmark over the long term. Since its inception nearly 10 years ago, the fund has substantially exceeded its investment objective, outperforming its benchmark by more than 7% per annum.*

* Based on the gross return for the Professional Selection unit class the fund outperformed its benchmark by 7.1% p.a. over the period from 7 December 1999 to 30 April 2009. Based on net returns after fees the fund outperformed its benchmark by 5.1% p.a. over the same period. Past performance is not a guide to or indication of future performance.