Aviva Investors Mlt-Strat Trgt Inc 2£Inc

Fund

Fund Info

  • Yield History4.55%
  • 3 Year sharpe-0.22
  • 3 Year alpha-
  • Distribution Typeincome
  • BenchmarkBank of England Base Rate plus 4%
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.85%
  • SectorTargeted Absolute Return
  • Manager GroupAviva
  • DomicileUnited Kingdom
  • ISINGB00BQSBPF62

Investment Strategy

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