Aviva Gestión, the UCITS manager belonging to the Aviva group, ended 2009 with growth of 112% in managed fund assets, and was the fund management company that attained the greatest growth in percentage terms last year.
- Aviva is the fund management company that attained the greatest growth in 2009 by increasing its assets by 112% (Source: Inverco).
Aviva Gestión, the UCITS manager belonging to the Aviva group, ended 2009 with growth of 112% in managed fund assets, and was the fund management company that attained the greatest growth in percentage terms last year. Moreover, Aviva Gestión’s funds managed to outperform their benchmark indices for the second year running, presenting excellent profitability.
This Aviva business unit currently manages over €270 million through seven investment funds. The organisation is characterised by its complete and personalised dedication in the area of advice, winning its clients’ trust and satisfaction.
One of its hallmarks is its ability to raise assets amidst a recession thanks to its level of analysis and response, through which it is able to anticipate market activity. Its funds stand out because their performance reflects their managers’ dedication and high levels of specialisation, and because of their outstanding profitability with respect to benchmark indices.
The funds can be acquired through two platforms: Inversis and Allfunds. They can also be acquired directly for institutional clients. It is highly significant that 71% of its three and five-year funds have outstanding rankings, occupying an excellent place in the first decile. (Source: Inverco).
Aviva Gestión has a first-rate group of managers and analysts, with confirmed experience in investment fund management companies, national banks and savings banks. They have an average of over 10 years’ experience in financial markets devoted to management.
They use a perfectly designed and structured investment process, which makes it possible to obtain results that are consistent and repeatable over time. Their goal is to identify the best investment opportunities, with the focus being on value, as well as to detect and diversify, through detailed fundamental analysis, companies that issue bonds denominated in euros that present interesting opportunities.
Carlos Franco Suanzes, director general of Aviva Gestión, has stated: “Since we started operating in September 2000, we have not wavered in our commitment to quality management. The success that we have achieved is not the result of chance but is the fruit of an ongoing search for excellence in management through a magnificent team of professionals in all areas.”
In January 2009, following five years of internal distribution, Aviva Gestión decided to commercialise its products and launch them on the market. Since then, Aviva Gestión has been noted both for its ability to raise assets as well as for the institutional recognition that it has received.
Three years
| February | Fund name | Assets | Position | Total number of funds | Quartile | Profitability | ||
| Plan | First quartile | Diff | ||||||
| RVEURO | AVIVAEUROBOLSA | 19,530 | 25 | 92 | 2 | -8.80 | -8.71 | -0.09 |
| RVEURO | AVIVAEUROBOLSA2 | 10,112 | 5 | 92 | 1 | -5.42 | -8.71 | 3.29 |
| RVNACIONAL | AVIVAESPABOLSA | 41,140 | 5 | 87 | 1 | -3.59 | -6.92 | 3.33 |
| RVNACIONAL | AVIVAESPABOLSA2 | 6984 | 10 | 87 | 1 | -5.26 | -6.92 | 1.66 |
| RFCPLAZO | AVIVACORTOPLAZO | 24,486 | 21 | 227 | 1 | 3.15 | 2.71 | 0.44 |
| RFCPLAZO | AVIVARENTAFIJA | 123,423 | 3 | 108 | 1 | 5.42 | 3.70 | 1.72 |
Five years
| February | Fund name | Assets | Position | Total number of funds | Quartile | Profitability | ||
| Plan | First quartile | Diff | ||||||
| RVEURO | AVIVAEUROBOLSA | 19,530 | 33 | 84 | 2 | -0.14 | 0.46 | -0.60 |
| RVEURO | AVIVAEUROBOLSA2 | 10,112 | 12 | 84 | 1 | -5.42 | 0.46 | -5.88 |
| RVNACIONAL | AVIVAESPABOLSA | 41,140 | 4 | 81 | 1 | -3.59 | 4.44 | -8.03 |
| RVNACIONAL | AVIVAESPABOLSA2 | 6984 | 3 | 81 | 1 | -5.26 | 4.44 | -9.70 |
| RFCPLAZO | AVIVACORTOPLAZO | 24,486 | 18 | 208 | 1 | 3.15 | 2.33 | 0.82 |
| RFCPLAZO | AVIVARENTAFIJA | 123,423 | 7 | 97 | 1 | 5.42 | 2.72 | 2.70 |
-ends-
For further details, please contact:
Rosa Mar Mayoral
Telephone: 629 571 746
E-mail: rmayoral@ulled.com
Laura Villuendas
Telephone: 912 971 817 – 696 576 921
E-mail: laura.villuendas@aviva.es
Notes to editors:
Aviva Gestión SSGIIC is the UCITS Manager belonging to Aviva Vida y Pensiones. It was formed in September 2000.
Aviva is one of Europe’s leading insurance groups in the life and pensions market and has 53 million clients around the world.
In Spain, Aviva is one of the market leaders in the life insurance and pensions sector. It markets its products through professional brokers (Aviva Vida y Pensiones) and strategic alliances (50% holdings and managed by Aviva) with some of the main Spanish savings banks (Bancaja, Caixa Galicia, Unicaja, Caja España, Caja Granada and Cajamurcia). www.aviva.es