Aviva Investors Mlt-Strat Trgt Inc 2£Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History4.37%
  • 3 Year sharpe0.04
  • 3 Year alpha-3.73
  • Distribution Typeincome
  • BenchmarkBank of England Base Rate
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.80%
  • IA SectorTargeted Absolute Return
  • Manager GroupAviva
  • DomicileUnited Kingdom

Investment Strategy

The Fund aims to deliver an annual income yield of 4% above the Bank of England Base Rate before corporation tax payable by the Fund* regardless of the prevailing market environment. In addition the Fund aims to manage volatility to a target of less than half the volatility of global equities over rolling three year periods. Finally, the Fund aims to preserve capital, again measured over rolling three year periods.

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