Aviva Investors Multi-Mgr 20-60% 2 £Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.23%
  • 3 Year sharpe0.21
  • 3 Year alpha-1.21
  • Distribution Typeincome
  • BenchmarkIA Mixed Investment 20-60%Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.40%
  • IA SectorMixed Investment 20-60% Shares
  • Manager GroupAviva
  • DomicileUnited Kingdom
  • ISINGB00B7ZZR410

Investment Strategy

The Fund aims to grow your investment over the long term (5 years or more) through a combination of income and capital returns by investing in other funds (including funds managed by Aviva Investors companies). At least 80% of the Fund will be invested in other funds, which in turn invest in a range of global asset classes (including emerging markets). The Fund’s asset class exposures will be made up of the combined holdings of the other funds, of which between 20% and 60% of the combined holdings will be invested in the shares of companies, and a minimum of 30% in bonds and cash. At least 60% of the Fund’s underlying assets will be held in US Dollars, Sterling or Euros, with a minimum of 30% in Sterling.

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