Aviva Stewardship Ethical Equity S1
Equity Socially Responsible
Last Updated
May 12, 2026
Status
Open
Fund Size
€ 143.42 Million
Start Date
August 25, 2020
€ 1520.33
Offer (May 12, 2026)
+0.21%
€ 1376.40
€ 1547.29
52 Week Low/High
Fund Graph
3Y
23.30%
Details
Fund objective
The Fund aims to provide long-term capital growth by investing in an ethically screened and diversified portfolio of global equities.
Apple Inc
Mastercard Inc
Alphabet Inc
Linde PLC
NVIDIA Corp
Intercontinental Exchange Inc
Accenture PLC
ASML Holding NV
Waste Connections Inc
Xylem Inc/NY
Asset Split
- Cash
- Other
- Health Care
- Information Technology
- Materials
- Consumer Discretionary
- Financials
- Industrials
- Real Estate
- Communication Services
Performance Over Time
Overview
Period
Value
Quartile
1 Day
-0.21%
Top 100%
1 Week
0.14%
Top 100%
1 Month
+4.45%
Top 75%
QTD
+8.33%
Top 75%
3 Month
+2.08%
Top 50%
6 Month
0.25%
Top 100%
9 Month
+2.84%
Top 100%
YTD
+1.30%
Top 100%
1 Year
+9.18%
Top 100%
2 Year
+4.90%
Top 100%
3 Year
+24.05%
Top 75%
4 Year
+26.16%
Top 100%
5 Year
+23.30%
Top 100%
Launch
+42.35%
Top 100%
Chart View
Risk
Details
Risk in the table below refers to the fund’s volatility. The standard deviation shows how much the fund’s returns fluctuate. Higher SD values mean more ups and downs. The Sharpe ratio tells us how much return the fund delivers for each unit of risk taken. Ideally, we want to see a positive Sharpe ratio, indicating we're being rewarded for the risk. Whether a low or high standard deviation is preferable depends on your investment horizon and risk tolerance, younger investors may be more comfortable with higher volatility in pursuit of higher returns.
Aviva Stewardship Ethical Equity S1
Equity Socially Responsible
€ 143.42 Million