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Aviva Interoblig

Ranked 11 out of 98 in - Euro High Yield over 12 months
All calculations are in EUR unless stated

Managed by

Paul Gagey

Paris-based Paul Gagey is a fund manager specialising in convertible and high yield bonds at Aviva Investors. He previously worked as an emerging market trader, and was CIO in a reinsurance company. At Caisse des Dépôts (the French wealth fund) he managed European equities as a value investor. Paul studied mathematics at Columbia University. A member of the French Society of Financial Analysts, he has also published numerous financial articles and is the author of « Bloc-notes d’un investisseur » Franel ed. 2009. A family man, away from work Paul enjoys spending time with his wife and four children.

Objective

The Fund is a feeder of the SICAV SICAV Aviva Oblig International which aims to outperform the benchmark, seeking opportunities of a performance or risk / reward ratio that is favorable on international bond markets and other debt securities. Its performance may be lower than that of the Master because of its own management fees.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Euro High Yield over : 30/11/2016 - 30/11/2017
  • Rank 11/98 Total Return
  • Rank 37/98 Standard Deviation
  • Rank 1/98 Max Drawdown
Fund Name Currency Return
9 Danske Invest Euro High Yield-Obl, Akk, DKK h EUR

10.7%

10 AB SICAV I-Euro High Yield Portfolio I EUR EUR

10.5%

11 Aviva Interoblig EUR

10.4%

12 Axiom Obligataire C EUR EUR

10.2%

13 UniInstitutional Euro Subordinated Bonds

Currency exposure is hedged

Currency exposure is hedged

EUR

10.0%

Fund Name Currency Risk
35 OFI Euro High Yield I EUR

1.9

35 Allianz Euro High Yield R D EUR

1.9

37 Aviva Oblig International EUR

1.9

37 Aviva Interoblig EUR

1.9

37 Candriam Bonds Euro High Yield C Cap EUR

1.9

37 UniInstitutional Global High Yield Bonds

Currency exposure is hedged

Currency exposure is hedged

EUR

1.9

Fund Name Currency Loss
1 Obligations 5-7 M EUR

0%

1 UniInstitutional Euro Subordinated Bonds

Currency exposure is hedged

Currency exposure is hedged

EUR

0%

1 Aviva Oblig International EUR

0%

1 Aviva Interoblig EUR

0%

1 Aviva Investors Alpha Yield EUR

0%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.0% 2.8% 1.2%
2016 6.5% -0.7% 1.7% 4.4% 1.1%
2015 3.0% 4.8% -2.0% -0.7% 1.0%
2014 8.7% 3.7% 3.8% -0.2% 1.2%
2013 14.3% 3.8% 2.2% 3.9% 3.8%
2012 39.2% 20.0% -3.5% 10.6% 8.7%
2011 -12.7% 4.7% -0.2% -18.6% 2.6%
2010 12.3% 8.6% -3.0% 6.9% -0.3%
2009 44.1% -7.2% 28.2% 19.4% 1.5%
2008 -24.2% -5.7% 1.1% -6.3% -15.1%
2007 -0.9% 1.5% -1.4% 0.2% -1.2%
2006 1.1% -1.4% -2.0% 3.8% 0.8%
2005 9.1% 1.4% 4.5% 1.7% 1.2%
2004 9.2% 4.1% -0.8% 3.9% 1.8%
2003 8.0% 1.1% 9.9% 1.5% -4.2%
2002 5.7% 2.1% -1.1% 2.1% 2.5%
2001 8.2% 4.0% 2.7% -0.9% 2.2%
2000 11.2% 4.1% 2.3% 4.2% 0.2%
1999 11.7% 5.2% 4.2% -1.0% 3.0%
1998 4.1% 3.8% -1.1% -2.5% 4.0%
1997 4.8% 2.8% 3.0% 0.0% -0.9%
1996 14.1% 3.0% 3.2% 3.1% 4.0%
1995 3.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date12/05/1992
  • Share Class size52Mn
  • Base currencyEUR
  • ISIN FR0007488671

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).