Aviva Investors Mlt-Asst Pl IV 2 GBP Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.16%
  • 3 Year sharpe0.75
  • 3 Year alpha-0.75
  • Distribution Typeaccumulation
  • BenchmarkMSCI ACWI NR GBP
  • 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) through a combination of income and capital growth. The Fund targets an overall average return before charge and taxes of at least 1.30% greater than the performance benchmark per year, measured over 3- year rolling periods. The Fund will invest in a variety of global asset classes, including shares of both developed and emerging market companies, bonds issued by companies, governments, or large institutional organisations in developed and emerging markets, cash and money market instruments, as well as alternative strategies such as absolute return, long and short positions, and asset backed securities. It will gain this exposure by investing directly in these assets and strategies, through the use of derivatives or investing in other funds (including funds managed by Aviva Investors companies).

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