Aviva Investors Mlt-Strat Trgt Ret 2£Acc


Fund Info

  • Yield History0.97%
  • 3 Year sharpe-0.07
  • 3 Year alpha-
  • Distribution Typeaccumulation
  • BenchmarkBank Of England Base Rate +5% TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.85%
  • SectorTargeted Absolute Return
  • Manager GroupAviva
  • DomicileUnited Kingdom

Investment Strategy

The Fund aims to generate a positive return, on average 5% per annum above the Bank of England Base Rate before the deduction of charges, over rolling three year periods. In seeking to target this level of return the Fund also aims to manage volatility to a target of less than half the volatility of global equities, measured over the same rolling three year periods. In aiming to achieve the investment objective the Fund may invest globally in any of the following financial instruments: transferable securities, money market instruments, fixed interest securities, units in collective investment schemes, derivatives, forwards and deposits. The Fund will make significant use of derivative instruments including: futures, options, swaps, swaptions and forwards.

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