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Aviva France Opportunites

Ranked 55 out of 68 in - France Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Managed by

Frédérique Nakache

Frédérique Nakache is an equity fund manager at Aviva Investors based in Paris. She joined the firm in 2004 and prior to this, she was an equity analyst at ING. Frédérique graduated from the European Business School in London, Paris and Madrid and has over 25 years’ experience in fund management.

Objective

The Fund's objective of capturing the economic and financial potential in the PEA This Fund being eligible for the PEA, will be invested at all times at least 75% in French equities.

Performance

France Small & Medium Companies over : 31/07/2017 - 31/07/2018
  • Rank 55/68 Total Return
  • Rank 55/68 Standard Deviation
  • Rank 51/68 Max Drawdown
Fund Name Currency Return
53 Actys 1 EUR

-2.2%

54 AFER Flore EUR

-2.3%

55 Aviva France Opportunites EUR

-2.3%

56 LMdG Smid Cap (EUR) - P EUR

-2.7%

57 CM-CIC Entrepreneurs C EUR

-3.2%

Fund Name Currency Loss
49 Martin Maurel Impulsion France P EUR

-7.1%

50 Palatine France Mid Cap EUR

-7.5%

51 Aviva France Opportunites EUR

-8.0%

52 Chaussier PME Croissance C EUR

-8.1%

53 AAZ Special EUR

-8.1%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -4.8% 2.0%
2017 11.1% 6.4% 5.2% 1.8% -2.6%
2016 2.8% -6.0% -3.5% 8.3% 4.6%
2015 24.7% 15.7% 0.2% -1.0% 8.7%
2014 10.0% 13.4% 1.1% -4.9% 0.9%
2013 22.8% 0.9% 1.3% 13.5% 5.9%
2012 24.4% 16.6% -9.0% 7.2% 9.4%
2011 -18.9% 5.7% -1.2% -19.9% -3.0%
2010 14.8% 6.2% -5.2% 7.8% 5.8%
2009 36.8% -3.6% 18.5% 19.8% 0.0%
2008 -35.7% -12.2% -4.5% -7.2% -17.4%
2007 -4.6% 4.7% 5.2% -6.1% -7.7%
2006 27.3% 17.8% -2.7% 2.5% 8.3%
2005 27.9% 8.3% 2.4% 12.3% 2.7%
2004 20.5% 9.6% 4.2% -3.1% 8.9%
2003 21.4% -20.1% 27.1% 10.6% 8.0%
2002 -20.8% 12.1% -8.6% -25.6% 3.9%
2001 -15.4% -7.2% 1.7% -21.4% 14.1%
2000 15.5% 18.9% -6.9% 3.7% 0.6%
1999 39.9% -0.1% 10.3% 8.6% 16.9%
1998 5.2% 18.6% 8.0% -21.7% 4.8%
1997 21.7% 10.1% 6.8% 1.6% 1.9%
1996 28.5% 10.5% 8.0% -0.1% 7.8%
1995 -3.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date03/10/1986
  • Share Class size164Mn
  • Base currency
  • ISIN FR0007385000

Purchase Info

  • Min. initial investment0.0001
  • Min. regular additional investment0.0001

Charges

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