Aviva Investors – Aviva Emerging Markets Equity Small Cap Fund review
Fund objective
Aviva Investors – Aviva Emerging Markets Equity Small Cap Fund aims to increase the value of the Shareholder’s investment over time.
Investment Strategy
Aviva Investors – Aviva Emerging Markets Equity Small Cap Fund invests mainly in equities of small companies in developing or emerging markets. It invests at least two-thirds of total net assets (excluding liquidities) in equities and equity-related securities of companies that have their registered office, or do most of their business, in developing or emerging markets and are deemed to be “small cap companies”. Equity-related securities can include ADRs, GDRs, options on equities, exchange-traded convertible securities, participation certificates and profit sharing certificates, among others. The Sub-Fund does not buy equity warrants but may hold any it receives in connection with equities it owns. Although focused on delivering positive returns from rising markets, the Sub-Fund may also seek protection from potential stock market falls where appropriate through the use of derivatives.
Aviva Investors – Aviva Emerging Markets Equity Small Cap Fund may use derivatives for hedging and efficient portfolio management. The Sub-Fund’s derivatives may include futures, options, swap contracts, swaptions, currency forwards and foreign exchange options. The Sub-Fund may engage in SFTs. Its cash and equities may be subject to securities lending. The expected proportion of Sub-Fund assets subject to securities lending is 20% up to 100%.
Who is Aviva Investors – Aviva Emerging Markets Equity Small Cap Fund suitable for?
Aviva Investors – Aviva Emerging Markets Equity Small Cap Fund is only suitable for investors who:
- understand the risks of the Sub-Fund and plan to invest for at least 5 years
- seek to gain exposure to emerging equity markets
- seek to achieve investment growth
Dividend or Income payout frequency:
For additional assessments on product suitability, please obtain professional advice from a qualified Financial Adviser.
What are the key risks of Aviva Investors – Aviva Emerging Markets Equity Small Cap Fund?
The value of Aviva Investors – Aviva Emerging Markets Equity Small Cap Fund and its dividends and coupons (if any) may rise or fall. You may lose some or all of your investment depending on the performance of the underlying securities. Factors that may affect the performance of these securities include, without limitation, market risks, fluctuations in interest rates and foreign exchange rates, political instability, exchange controls, changes in taxation and foreign investment policies.
Some of the key risks associated with Aviva Investors – Aviva Emerging Markets Equity Small Cap Fund are described below:
Market and Credit Risks
- You are exposed to market risk
- You are exposed to equity risk
- You are exposed to emerging markets risk
- You are exposed to credit risk
Liquidity Risks
- Fund liquidity may be affected during exceptional circumstances
- The Fund is not listed
Product-Specific Risks
- You are exposed to the risk of investing in small capitalisation companies
- You are exposed to derivative risk
- You are exposed to securities lending, repurchase, reverse repurchase risk
- You are exposed to currency risk
- You are exposed to operational risk
- You are exposed to cybersecurity risk
Investment Fees and Charges
For a limited time (Until 31 Dec 2023), speak to a MAS licensed licensed financial adviser which has committed to offering our readers a flat 1% Subscription fee (Initial Sale Charge) for all Unit Trust Funds investment.
Learn more about the limited time offer on 1% Initial Sales Charge. Terms and conditions may apply.
Where can I get more details about Aviva Investors – Aviva Emerging Markets Equity Small Cap Fund
- Aviva Investors – Aviva Emerging Markets Equity Small Cap Fund (Open in New Window)
- Aviva Investors – Aviva Emerging Markets Equity Small Cap Fund Product Highlight Sheet (Open in New Window)
- Speak to a licensed licensed financial adviser
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