Aviva’s Fund Performance Monitor
New generation pensions – performance monitorQ4 2017Aviva’s fund performance monitorNew Generation PensionsQ4 2017This update is for information purposes only and should not be used as a source of investment advice.This information in this update refers to the past. Past performance is not a guide to future performance.1Aviva: Public
New generation pension – performance monitorQ4 2017Important informationThis guide tracks how the investment funds generally available to the members of Aviva’s New GenerationPension schemes have performed. Members may not have access to all the funds shown, or may haveaccess to other funds not shown in this document.The guide is for reference purposes only, and members should speak to an adviser before making anyinvestment decisions. Fund choices should be reviewed regularly to ensure they meet members’expectations and match their attitude to risk. More information on how to manage investments, as well asdetails of the funds’ aims, charges and risks, can be found in the scheme’s investment guides. In retirement/fund-centre/.For most funds, data is shown for the five years to the end of December 2017. However, if a fund waslaunched during this period, performance data will not exist for some periods. Please note that fundperformance is shown as a net percentage; that is, after the most common charge for investing in the fundhas been deducted. The charges used in calculating performance may differ from those that apply to amember’s plan.The value of an investment is not guaranteed and can fall as well as rise. Members could get back lessthan the amount invested.2Aviva: Public
New generation pension – performance monitorQ4 2017Risk ratings explainedAviva calculates its risk ratings using historical performance data, based on the methods set by EuropeanUnion rules. We also carry out further research using information from the investment managers of thefunds. We review each fund’s risk rating annually and these may change over time.Past performance is not a guarantee of future performance. Our risk ratings go from 1 to 7, with 1 being thelowest and 7 the highest. For example, a fund with a risk rating of 4 (medium volatility) would typicallyexperience the volatility you would expect from a fund invested in a range of different investments (such asshares, property and bonds) without any bias to a particular investment type. Remember that all investmentfunds carry some element of risk, but this risk varies from fund to fund.Source: Aviva, March 2018.3Aviva: Public
New generation pension – performance monitorQ4 2017Fund informationThe figures on the right show the percentage increase or decrease in the value of the fund over thespecified time period (including three- and five-year cumulative performance). The letters in the ABI Sectorcolumn correspond to the relevant ABI Sector shown on pages 6 and 7 in this guide, along with moreinformation about the ABI Sectors.Fund31/12/2016 31/12/2015 31/12/2014 31/12/2013 31/12/2012 3 years5 yearsABItototototototosector31/12/2017 31/12/2016 31/12/2015 31/12/2014 31/12/2013 31/12/2017 31/12/20177 Highest volatilityAv BlackRock Emerging Markets Equity Index Tracker25.730.6-11.43.6-5.145.643.0HAv Invesco Perpetual Global Emerging Markets25.130.7-5.4n/an/a62.9n/aHAv JPM Life All-Emerging Markets Equity30.934.9-11.24.5-7.255.851.0HAv JPM Natural Resources9.777.5-33.6-17.3-20.829.4-15.2CAv Baillie Gifford Japanese26.033.011.8-0.841.187.3162.2LAv BlackRock European Equity Index Tracker17.318.24.3-0.725.144.579.5EAv BlackRock Japanese Equity Index Tracker14.622.315.51.722.961.8102.2LAv BlackRock Pacific Rim Equity Index Tracker20.230.0-4.62.00.949.053.3FAv BlackRock UK Smaller Companies32.18.416.9-5.536.967.4116.6AAAv European17.721.17.41.728.753.1100.3EAv Legal & General (PMC) Global Real Estate Equity Index2.421.54.122.10.929.559.6KAv Old Mutual UK Mid Cap28.07.525.07.636.171.9151.8TAv Pacific Basin23.225.52.412.50.358.476.7GAv Schroder Tokyo12.725.615.62.821.763.8104.8LAv Stewart Investors Asia Pacific Leaders13.519.10.519.0-0.635.960.7FAv UK Smaller Companies30.012.716.52.137.270.6138.9AAAv Aberdeen World Equity12.727.2-8.25.69.431.752.1JAv Adventurous Index Fund of Funds13.325.33.78.221.647.193.6JAv Artemis UK Special Situations6.16.85.8-2.028.919.851.3TAv Baillie Gifford International22.325.27.312.724.064.3129.6JAv Baillie Gifford North American Equity Pension22.626.913.717.622.776.8155.2NAv Baillie Gifford UK Equity Core PensionAv BlackRock (30:70) Currency Hedged Global Equity 6.922.531.672.3JAv BlackRock (40:60) Global Equity Index Tracker12.123.62.87.521.842.586.5JAv BlackRock (50:50) Global Equity Index Tracker13.620.82.34.219.740.475.1JAv BlackRock UK Equity15.313.46.51.819.839.269.9TAv BlackRock UK Equity Index Tracker12.314.90.71.018.029.954.8TAv BlackRock UK Special Situations21.410.35.0-5.821.340.660.6TAv BlackRock US Equity Index Tracker10.633.84.820.829.855.0143.2NAv BlackRock World ex UK Equity Index Tracker12.029.94.212.623.551.6110.8JAv BNY Mellon Long-term Global Equity13.824.35.09.514.248.585.5JAv Composite Fidelity Special Situations15.819.010.85.928.552.6107.7JAv Global Equity14.623.27.911.921.952.3107.8JAv Global Equity Fund of Funds15.022.05.49.123.948.0100.1J6 High Volatility5 Medium to high volatility4Aviva: Public
New generation pension – performance monitorFundAv HSBC Islamic Global Equity IndexQ4 201731/12/2016 31/12/2015 31/12/2014 31/12/2013 31/12/2013 3 years5 yearsABItototototototosector31/12/2017 31/12/2016 31/12/2015 31/12/2014 31/12/2014 31/12/2017 31/12/201713.324.45.113.919.648.0101.6JAv Invesco Perpetual High Income4.92.29.69.824.317.560.3UAv Lazard Multicap UK Income12.610.65.32.323.431.065.4UAv Legal & General(PMC)Ethical UK Eqty Index11.512.71.30.719.627.453.4TAv MFS Meridian Global Equity12.526.83.010.224.546.8101.3JAv Newton Global Equity10.619.28.210.822.542.793.6JAv Newton UK Equity11.94.111.47.217.129.662.8TAv Newton UK Income10.67.76.26.418.326.659.4UAv North American13.028.94.827.332.852.5157.8NAv Schroder European Opportunities16.39.39.1-1.731.438.679.1EAv Schroder UK Opportunities15.75.90.6-8.5n/a23.3n/aTAv Stewardship12.55.62.34.526.521.560.7TAv Stewardship Income11.39.14.13.023.226.460.4UAv Stewardship International15.122.38.58.026.052.7107.8JAv Threadneedle European Select20.810.811.1n/an/a48.7n/aEAv Threadneedle Global Equity Income9.225.56.6n/an/a46.1n/aJAv Threadneedle UK Equity Income7.212.74.9n/an/a26.8n/aUAv UK Equity11.716.3-2.7-2.818.926.445.9TAv Aviva Investors Multi Strategy Target Return-2.50.8n/an/an/an/an/aQAv Baillie Gifford Managed14.716.05.94.414.241.068.1AAv Balanced Fund of Funds10.514.43.64.015.030.856.4AAv Balanced Index Enhanced Fund of Funds9.716.62.44.914.130.956.6AAv Balanced Index Fund Of Funds8.917.62.24.812.630.854.3AAv BlackRock (Aquila C) Market Advantage7.56.1-0.86.4n/a13.1n/aQAv BlackRock Consensus8.718.02.74.715.231.758.8QAv BlackRock DC Diversified Growth8.0-3.1-1.13.06.83.513.9SAv BlackRock Market Advantage Strategy11.58.3-3.610.7-1.816.526.5QAv BlackRock Over 15 Year Corporate Bond Index Tracker4.618.3-2.017.1-1.821.339.4OAv BlackRock Overseas Bond Index Tracker-4.022.31.25.4-7.918.815.3IAv Cautious Managed8.19.8-0.85.68.617.735.0BAv Investec Cautious Managed3.517.4-2.8-0.77.218.125.6BAv Kames High Yield Bond5.58.4-1.24.76.513.025.9PAv LGIM Hybrid Property6.611.74.5n/an/a24.4n/aQAv Managed10.411.20.06.113.422.847.8AAv My Future Advantage Growth13.523.8-2.56.3n/a37.0n/an/aAv My Future Drawdown6.817.1n/an/an/an/an/an/aAv My Future Growth8.820.41.59.4n/a33.1n/an/a4 Medium volatility5Aviva: Public
New generation pension – performance monitorFundQ4 201731/12/2016 31/12/2015 31/12/2014 31/12/2013 31/12/2012 3 years5 yearsABItototototototosector31/12/2017 31/12/2016 31/12/2015 31/12/2014 31/12/2013 31/12/2017 31/12/2017Av My Future Plus Drawdown6.817.4n/an/an/an/an/an/aAv My Future Plus Growth10.020.0-2.05.4n/a29.3n/an/aAv Newton Multi-Asset Balanced5.612.02.45.610.621.141.5AAv Newton Real Return2.52.70.42.64.65.713.4QAv Property6.2-0.111.514.910.718.450.5ZAv Schroder Life Intermediated Diversified GrowthAv Standard Life Investments Global Absolute .14.55.90.511.3QAv Stewardship Managed11.118.15.26.818.638.074.7AAv Artemis Strategic Bond7.08.21.74.17.517.731.7RAv BlackRock All Stocks UK Gilt Index Tracker1.19.6-0.312.3-4.910.417.9WAv BlackRock Corporate Bond All Stocks Index TrackerAv BlackRock Over 15 Year Gilt IndexTrackerAv BlackRock Over 5 Year Index-LinkedGilt Index 6.820.739.4Y2.527.0-2.319.5-0.327.251.6XAv Cautious Fund of Funds6.511.32.03.69.120.836.5BAv Cautious Index Fund Of Funds5.415.51.15.26.023.037.1BAv Defensive Index Fund of Funds2.516.61.36.21.121.029.8DAv F&C Responsible Sterling Bond4.18.80.110.4-0.713.424.3OAv Fidelity Moneybuilder Income4.48.3-0.211.2-0.712.924.6OAv Fixed Interest3.510.1-1.112.0-1.412.724.3VAv Index-Linked3.022.7-2.117.4-0.423.744.7XAv Kames Sterling Corporate Bond5.17.60.88.93.214.028.1OAv Kames Strategic Bond5.85.0-1.23.44.19.718.0RAv Legal & General (PMC) Pre-Retirement11.512.71.30.719.617.8n/aYAv M&G Corporate Bond4.98.54.9n/an/a19.5n/aOAv M&G Feeder of Property7.0-6.78.013.55.97.829.5ZAv M&G Optimal Income5.47.9-1.24.77.212.526.2RAv My Future Advantage Consolidation3.88.4-1.76.3n/a10.7n/an/aAv My Future Annuity2.912.40.417.6n/a12.1n/an/aAv My Future Consolidation2.76.7-0.917.1n/a8.6n/an/aAv My Future Plus Consolidation2.210.2-1.87.0n/a10.6n/an/aAv Pre-retirement Fixed Interest3.312.90.823.5-6.817.635.3VAv My Future Advantage Annuity1.211.2-0.415.6n/a12.1n/an/aAv My Future Cash Lump Sum0.62.7n/an/an/an/an/an/aAv My Future Plus Cash Lump Sum0.22.2n/an/an/an/an/an/aAv My Future Plus 5-0.5-0.9-1.8n/aAv Cash-0.5-0.6-0.6-0.6-0.6-1.7This information (charts on pages 4, 5 and 6) refers to the past. Past performance is not a reliable guide to future performance.Source: FE (formerly Financial Express).-2.9n/a3 Low to medium volatility2 Low volatility1 Lowest volatilityAv BlackRock Institutional Sterling Liquidity6Aviva: Public
New generation pension – performance monitorQ4 2017ABI sectorsThe ABI Sectors is a system for classifying life and pension funds. The system groups together funds thatoperate similar investment strategies, so that investors can compare funds on a like-for-like basis. It is runby the Association of British Insurers (ABI).More information about the ABI Sectors can be found at s-the-ABI-sectors.For ease, we’ve assigned a letter code beside each fund shown on pages 4 to 6. This code corresponds tothe ABI Sector shown in the tables on the next two pages.ABI 2012to31/12/2013A9.214.22.15.313.3ABI Mixed Investment 20%-60% Shrs GTR GBB6.310.81.14.98.8ABI Commodity & Energy GTR GBC1.673.8-25.8-9.4-25.1ABI Mixed Investment 0%-35% Shrs GTR GBD4.48.71.27.05.1ABI Europe excluding UK Equities GTR GBE17.115.89.2-0.425.5ABI Asia Pacific including Japan Equities GTR in GBF20.725.50.27.06.0ABI Asia Pacific excluding Japan Equities GTR in GBG23.527.1-4.08.50.3ABI Global Emerging Markets Equities GTR in GBH22.932.5-8.92.0-3.9ABI Global Fixed Interest GTR GBI-0.315.6-0.34.9-4.0ABI Global Equities GTR GBJ13.323.03.47.421.2ABI Global Property GTR GBK4.416.24.217.40.6ABI Japan Equities GTR GBL15.924.415.11.326.2ABI Money Market GTR GBM-2.20.1-0.1-0.2-0.1ABI North America Equities GTR GBN9.630.94.018.429.2ABI Sterling Corporate Bond GTR GBO4.78.90.09.91.0ABI Sterling High Yield GTR GBP6.210.6-0.13.37.5ABI Specialist GTR GBQ7.011.31.67.09.7ABI Sterling Strategic Bond GTR GBR5.37.60.88.93.2ABI Flexible Investment GTR GBS11.015.03.35.316.7ABI UK All Companies GTR in GBT15.310.24.30.424.2ABI UK Equity Income GTR GBU9.510.84.04.023.5ABI Sterling Fixed Interest GTR GBV2.19.6-0.711.8-2.9ABI UK Gilts GTR GBW0.99.1-0.412.1-5.2ABI UK Index-Linked Gilts GTR GBX1.623.5-1.818.00.0ABI Sterling Long Bonds GTR GBY3.417.4-0.521.0-4.8ABI UK Direct Property GTR GBZ8.5-0.89.213.9ABI Mixed Investment 40%-85% Shrs GTR GBCodeABI UK Smaller Companies GTR GBAA28.07.117.4-2.7This information refers to the past. Past performance is not a reliable guide to future performance. Source: FE (formerly Financial Express).7Aviva: Public7.237.8
New generation pension – performance monitorQ4 2017ABI sectors continued.ABI SectorABI Mixed Investment 40%-85% Shrs GTR in GBCode3 years to 31/12/20175 years to 31/12/2017A27.452.0ABI Mixed Investment 20%-60% Shrs GTR in GBB19.035.9ABI Commodity & Energy GTR in GBC30.9-11.1ABI Mixed Investment 0%-35% Shrs GTR in GBD14.929.2ABI Europe excluding UK Equities GTR in GBE48.285.2ABI Asia Pacific including Japan Equities GTR in GBF51.872.1ABI Asia Pacific excluding Japan Equities GTR in GBG50.764.0ABI Global Emerging Markets Equities GTR in GBH48.445.4ABI Global Fixed Interest GTR in GBI14.915.7ABI Global Equities GTR in GBJ44.087.5ABI Global Property GTR in GBK26.249.1ABI Japan Equities GTR in GBL65.9112.1ABI Money Market GTR in GBM-0.2-0.5ABI North America Equities GTR in GBN49.3128.5ABI Sterling Corporate Bond GTR in GBO14.026.5ABI Sterling High Yield GTR in GBP17.430.4ABI Specialist GTR in GBQ20.941.9ABI Sterling Strategic Bond GTR in GBR12.424.9ABI Flexible Investment GTR in GBS31.962.0ABI UK All Companies GTR in GBT28.960.6ABI UK Equity Income GTR in GBU26.262.0ABI Sterling Fixed Interest GTR in GBV11.220.7ABI UK Gilts GTR in GBW9.716.6ABI UK Index-Linked Gilts GTR in GBX23.245.4ABI Sterling Long Bonds GTR in GBY20.839.1ABI UK Direct Property GTR in GBZ17.543.5ABI UK Smaller Companies GTR in GBAA60.9115.9This information refers to the past. Past performance is not a reliable guide to future performance. Source: FE (formerly Financial Express).Aviva, March 2018Aviva Life Services UK Limited. Registered in England No 2403746. Wellington Row, York, YO90 1WR.Authorised and regulated by the Financial Conduct Authority. Firm reference No 145452.www.Aviva.co.uk8Aviva: Public
Fund choices should be reviewed regularly to ensure they meet members’ . Av Aviva Investors Multi Strategy Target Return -2.5 0.8 n/a n/a n/a n/a n/a Q Av Baill
Jacks Lane Energy Limited Aviva Corporation HILLSWOOD MANAGEMENT LIMITED Aviva Corporation AIEREF Holding 2 Aviva Corporation Kroknet S. a. r. l. Aviva Corporation Aviva Group Holdings Limited Aviva Corporation AIEREF Renewable Energy s.r.o. Aviva Corporation Lancashire and Yorkshire Rev
Aviva plc . Results . 2017 . Disclaimer . Cautionary statements: This should be read in conjunction with the documents distributed by Aviva plc (the “Company” or “Aviva”) through The Regulatory News Service (RNS). This presentation contains, and we may . Aviva plc - Results presentation FY 2017 .
Aviva plc Results 2018. . This should be read in conjunction with the documents distributed by Aviva plc (the “Company”or “Aviva”)through The Regulatory News Service (RNS). This presentation contains, and we may make other verbal or written “forward-looking statements”with respect to certain of Aviva’splans and current goals and .
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The ACCU-CHEK Aviva System Your new ACCU-CHEK Aviva meter and accessories work together to measure the amount of sugar (glucose) in your blood to help you and your doctor control your diabetes. The system includes: 2 ACCU-CHEK Aviva meter with battery ACCU-CHEK Aviva test strips and code key (may be sold separately)
UC Pathway Income Fund UC Pathway Fund 2015 UC Pathway Fund 2020 UC Pathway Fund 2025 . UC Pathway Fund 2030 UC Pathway Fund 2035 UC Pathway Fund 2040 UC Pathway Fund 2045 . UC Pathway Fund 2050 UC Pathway Fund 2055 UC Pathway Fund 2060 . CORE FUNDS - 13.7 billion Bond and Stock Investments . Bond Investments Short-Term UC Savings Fund
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TARGET DATE FUNDS - 9.1 billion UC Pathway Funds UC Pathway Income Fund UC Pathway Fund 2020 UC Pathway Fund 2025 UC Pathway Fund 2030 UC Pathway Fund 2035 UC Pathway Fund 2040 UC Pathway Fund 2045 UC Pathway Fund 2050 UC Pathway Fund 2055 UC Pathway Fund 2060 UC Pathway Fund 2065 CORE FUNDS - 12.9 billion Bond and Stock Investments Bond .
