Aviva Inv Multi Strategy Target Inc

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 99.79 Day Change GBX +0.10 (0.10%)
Price Date 21 Oct 2016 Crown Rating
Shares Class Inc. Yield 4.69 %
Total Expense Ratio 0.00 Fund Size 1,682,505,400.00
Launch Date 01/12/2014 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.10 Sector IMA UK Equity Income
Min Investment (£) 10,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BQSBPG79 Min TopUp (£) 500,000.00

Fund Objective

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.

Fund Managers

Peter Fitzgerald
Main responsibilities Peter manages our suite of outcome-focused multi-strategy capabilities targeting specific client outcomes such as achieving reliable capital growth and securing a steady stream of income. He also leads our global multi-asset investment team and is responsible for the strategic direction of our global multi-asset and multi-strategy offering. Experience and qualifications Peter began his career at Old Mutual in 1995 before joining BNP Wealth Management’s multi-asset team. He has extensive international experience having worked in Asia, Latin America and Europe. He joined us in 2011. Peter holds a postgraduate diploma in Education from Trinity College Dublin and a degree in European studies from the University of Cork. He is a CFA Charterholder.