Aviva Investors Multi-Mgr 40-85% 2 £Inc

Fund
add to virtual portfolio
trade
This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.29%
  • 3 Year sharpe0.35
  • 3 Year alpha-1.15
  • Distribution Typeincome
  • BenchmarkIA Mixed Invest 40 - 85% Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.50%
  • IA SectorMixed Investment 40-85% Shares
  • Manager GroupAviva
  • DomicileUnited Kingdom
  • ISINGB00B8FV3N77

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 at between 40% and 85% of the combined holdings will be invested in the shares of companies. The other funds may also invest in bonds and cash. At least 50% of the Fund’s underlying assets will be held in US Dollars, Sterling or Euros, with a minimum of 25% in Sterling.

Latest news

Currently there for this fund. Visit our news hub for other news .