Aviva Eurobolsa 2 FI
| This action may take a few seconds depending on the connection quality and the range of selected data |
Morningstar ratings measure return adjusted for risk for a specific fund according to its Morningstar category using returns data from the last three years. Based on these criteria, we classify funds as follows: some 10% of the best funds receive five stars, 22.5% receive four stars, 35% receive three stars, 22.5% receive two stars and 10% receive one star.
Rating Morningstar 
Aviva Eurobolsa 2 FI
Date of 1st valuation:
Return for current year 2012:
Net asset value (07/02/2012):
Cumulative return since start:
Annualised cumulative return:
Files to download:
Fund's return during the period specified:
Index return during the period specified:
**Format dd/mm/yyyy
If requested dates of the fund have not a value, "from" will show the first posterior date with value and "to" the first previus date with value.
If requested dates of the fund have not a value, "from" will show the first posterior date with value and "to" the first previus date with value.
Objective
This fund aims to obtain a satisfactory and sustained return by selecting assets that are undervalued by the market and that have a high value-increase potential. Whilst the fund has no predetermined reference index, it aims to increase in value over the long term in line with the Dow Jones EURO STOXX 50 index.
Key characteristics of the fund
Investment selection and distribution criteria:
- Investments in the fund will mainly be in eurozone equity markets. However, up to 30% of the fund may be invested in shares of listed companies in OECD countries priced in non-eurozone currencies. The percentage of the investment in equities will not be less than 75%.
- The selection of securities will, by means of basic analysis, be based on identifying securities whose intrinsic value is not reflected in their stock market valuation. Investments will be made in all types of securities including shares in small- and large-capitalisation companies. No preference shall be given to particular industries. The assets in which the fund invests will be admitted to public trading in official recognised exchanges that operate regularly and that are known and open to the public. The composition of the portfolio shall be highly diversified in order to ensure liquidity and that risks are controlled.
