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You are here: Manager factsheet

Matt Kirby
Aviva Investors UK Fd Serv Ltd, Aviva Investors Luxembourg S.A, Royal London Unit Tst Mgrs Ltd, Royal London Asset Mgmt (IRL)
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Manager profile
Matt is the co-portfolio manager of Aviva Investors' Social Transition Global Equity strategy, as well as the Aviva Investors Pan-European Equity strategy. He also supports our global equity strategies by contributing healthcare investment ideas to the broader team. Prior to joining Aviva Investors, Matt worked as an analyst for the University of Tulsa’s US$4m Student Investment Fund. Matt joined Aviva Investors in late 2016 as a graduate intern for the Global Executive Committee, before joining the Equities team in summer 2017. Matt holds a BA (Hons) in Finance from the University of Tulsa. He holds the Investment Management Certificate (‘IMC’) and has passed the CFA Level I, II and III examinations.
Total return for Matt Kirby
Manager career performance
Discrete calendar year performance : Matt Kirby

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
Matt Kirby 18.4 9.0 -3.7 19.9 7.1 13.1 4.7 3.5 - -
Peer Group Composite 18.6 2.5 -2.1 16.2 4.0 10.9 1.0 2.6 - -
Over / Under -0.2 6.5 -1.6 3.7 3.1 2.2 3.7 0.9 - -
Performance vs peer group composite: Matt Kirby
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
6 years
out of a possible 8
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 8
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Aviva Inv Global Equity Income Co-managed IA Global Equity Income since May 31 2017 to present
Aviva Investors Social Transition Global Equity Co-managed FO Equity - Ethical since Sep 30 2021 to present
Royal London Global Equity Diversified Co-managed (deputy) IA Global since Nov 11 2024 to present
Royal London Global Equity Diversified (IRL) Co-managed (deputy) IA Global since Nov 11 2024 to present
Royal London Global Equity Income Co-managed (deputy) IA Global Equity Income since Nov 11 2024 to present
Funds managed previously
Fund Periods
Aviva Inv Continental European Equity since Jun 15 2022 to Nov 20 2022
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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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