Aviva Investors Multi-asset Plus Fund I Class 9 GBP Acc header image

Aviva Investors Multi-asset Plus Fund I Class 9 GBP Acc

Fund

ISIN GB00BVRZFZ41 / Valor 27128254

NAV (2024-12-02)
GBP 1.29+0.36%

Aviva Investors Multi-asset Plus Fund I Class 9 GBP Acc
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General Objective

The Fund aims to grow investments over the long term (5 years or more) through a combination of income and capital growth, targeting an overall average return before charges and taxes of at least 1.30% greater than the performance benchmark per year.

Fund Exposure

The Fund invests in a variety of global asset classes, including shares of both developed and emerging market companies, bonds issued by companies and governments, cash and money market instruments, as well as alternative strategies such as absolute return, long and short positions, and asset-backed securities. It also has exposure to property, commodities, and real estate investment trusts.

Risks

The Fund is managed to a "defensive" risk profile and aims to remain within a defined risk range of 12% to 28% of the volatility of "Global Equities", targeting 20%. There may be times when the Fund operates outside of its defined risk range, and its returns could be very different from those of the Performance Index and the Volatility Index.

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Source

https://www.avivainvestors.com/en-gb/capabilities/multi-asset-macro/multi-asset-fund-ii/gb00b7jrqq84-gbp/

Tags:
global equities global bonds bloomberg global aggregate bond index msci all countries world index

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