Mine has been doing extremely well since I bought into it, around 10 years ago, until Dec 2022, when there was an extremely sudden dive in the value by around 7%. Has anyone any idea what caused the sudden dive?
Anyone else with an Aviva investment bond?
- Thread starter Harry Bloomfield
- Start date
depends what the funds are invested in.
I don't think that information is available from Aviva.
Aviva Fund Centre
www.fundslibrary.co.uk
It's called 'PORTFOLIO BOND(JV)' I cannot seem to find it in the above..
I'm sure it is. Call or write to them with the account details from your latest valuation.
If you are being charged for trail commission to a salesman, ask him.
Joint Partnership With PSP Investment
Aviva Investors announces joint partnership with PSP Investment to invest in central London real estate.
www.avivainvestors.com
Maybe it's that one.
"JV" can mean Joint Venture.
Commercial Property has plummetted recently as employees who used to work in city centre office blocks are now WFH.
Second class property has been affected worse than prime buildings.
November 2015:
"...Aviva Investors announces joint partnership with PSP Investment to invest in central London real estate.
Aviva Investors, the global asset management business of Aviva plc (‘Aviva’), with its client Aviva Life & Pensions UK, has formed a 50/50 joint venture partnership with the Public Sector Pension Investment Board (“PSP Investments”), one of Canada's largest pension investment managers, to invest in Central London real estate.
Aviva Life & Pensions UK has agreed to sell 50% of its stake in a portfolio of central London real estate to PSP. The portfolio of 14 prime assets is located across London comprising existing properties or those with planning consent, representing over one million square feet of space."
Not an investment bond, but I have some Aviva ex-Norwich Union shares. I've always been pleasantly surprised by dosh dropping into my bank account twice a year, and though it's fluctuated, seen no sudden dive.
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Thanks, It has begun to recover slowly, but I have never seen such a sudden dive before..
What abou March 2020 when covid hit and Feb last year when war broke out?
Not much effect on it really. There was a very sudden increase in it's value of around 4%, between May 22 and September 22, followed by the equally sudden dive in Dec.
There are lots of variables Harry that have an effect on how funds perform, what the fund's invested in, its risk rating (stocks vs bonds %) and of course socioeconomic factors.
For example many funds did VERY well during year 1 of covid, leading folk to think 'I'll invest in that one' only for it to plateau thereafter. What you're looking for is a reasonable trend upwards over the years, with the occasional dip to be expected, and the dips can be quite significant depending on how exposed to risk the fund is.
7% average divi over the last year, very nice
Equally strangely, over the past 12-month period, it has increased in value by 11.42%. I must admit that earlier, the way the value was dropping, I was considering pulling out.
