Aviva Inv Multi Strategy Target Ret

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 110.87 Day Change GBX +0.13 (0.12%)
Price Date 25 May 2017 Crown Rating
Shares Class Inc. Yield 0.51 %
Total Expense Ratio 0.00 Fund Size 4,885,580,400.00
Launch Date 01/07/2014 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 500,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BMJ6DT26 Min TopUp (£) 25,000.00

Fund Objective

The Fund aims to provide a positive return under all market conditions, by targeting an average annual return of 5% above that of the Bank of England base rate, before the deduction of charges, over a rolling three year period. The Fund aims to achieve this with less than half the volatility of global equities, over the same rolling three year period. However, these aims should not be taken as a guarantee. It may not be possible to provide a positive return or to achieve the target level of volatility over rolling three year periods or over any period of investment. Therefore investors’ capital is at risk.

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.