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You are here: Manager factsheet

Sunita Kara

Aviva Investors Luxembourg S.A
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Manager profile
Sunita was appointed Global Co-Head of High Yield in April 2021. Based in London, she jointly oversees the high yield desk globally and is a named manager on our global, short duration, and European high yield strategies. Prior to joining Aviva Investors, Sunita was a global high yield portfolio manager for Baring Asset Management in London. Before assuming that role in 2008, she was a senior credit securities analyst with the same firm, responsible for researching global investment grade and high yield Corporates in the consumer sector. Her prior experience includes positions as a senior credit analyst with Standard & Poor’s and as an economic analyst with HM Treasury. Sunita holds a BSc (Hons) in Economics from Brunel University and is a CFA Charterholder.
Total return for Sunita Kara
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Sunita Kara

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Sunita Kara 7.4 0.5 0.6 4.5 0.2 5.8 0.6 1.4 26.9 5.1
Peer Group Composite 8.3 4.2 -4.6 5.8 1.8 5.5 0.7 3.9 26.0 -1.2
Over / Under -0.9 -3.7 5.2 -1.3 -1.6 0.3 -0.1 -2.5 0.9 6.3
Performance vs peer group composite: Sunita Kara
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Aviva Investors Global High Yield Bond Co-managed FO Fixed Int - Global High Yield since Aug 12 2013 to present
Aviva Investors Short Duration Global High Yield Bond Co-managed FO Fixed Int - Global High Yield since Aug 12 2013 to present
Funds managed previously
Fund Periods
Aviva Inv High Yield Bond since Jun 29 2016 to fund close
Barings Corporate Bond since Apr 01 2010 to Jul 31 2013
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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