Aviva Investors Mlt-asset IV 2 GBP Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History2.56%
  • 3 Year sharpe0.18
  • 3 Year alpha-0.58
  • Distribution Typeaccumulation
  • BenchmarkNot Benchmarked
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.60%
  • IA SectorVolatility Managed
  • Manager GroupAviva
  • DomicileUnited Kingdom
  • ISINGB00B72W9168

Investment Strategy

The Fund aims to grow your investment over the long term (5 years or more). It is managed to a “balanced” risk profile, which we define as aiming for an average volatility of 75% of the volatility of “Global Equities” (where the volatility of Global Equities equals 100%). The Fund invests in a broad range of global asset classes (including emerging markets) that may include shares, bonds, cash, property, and commodities, and will gain this exposure by investing in other funds (including funds managed by Aviva Investors companies), directly in these assets, or through the use of derivatives.

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