Aviva Inv Multi Strategy Target Ret
|Bid Price||-||Offer Price||-|
|Mid Price||GBX 111.72||Day Change||GBX -0.08 (-0.07%)|
|Price Date||22 Jun 2017||Crown Rating|
|Shares Class||Inc.||Yield||1.03 %|
|Total Expense Ratio||0.00||Fund Size||4,964,495,500.00|
|Launch Date||01/07/2014||Standard Initial Charge (%)||0.00|
|Annual Management Charge (%)||0.10||Sector||IMA UK Equity Income|
|Min Investment (£)||10,000,000.00||Total Expense Ratio (%)||0.00|
|ISIN||GB00BMTRW439||Min TopUp (£)||500,000.00|
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.
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.
Main responsibilities Ian is Head of Investment Strategy and is responsible for formulating our ‘House View’ and the risks to that view. He joined Aviva Investors in 2014 as a senior portfolio manager within the Multi-asset team, focusing on the AIMS range. Experience and qualifications Prior to joining us, Ian spent over 10 years at Standard Life Investments, where he was Investment Director, Multi-Asset Investing and managed the Global Absolute Return Strategies (GARS) and the Absolute Return Bond Strategy. Ian has a PhD in Mathematical Logic from Bristol University and is also a CFA charterholder.
Main responsibilities Dan is responsible for management and oversight of the Global Fixed Income team business comprising of teams in London, Paris, Warsaw, Chicago, Toronto and Singapore. He is also a co-manager of our AIMS Target Return and AIMS Fixed Income Funds. Experience and qualifications Prior to assuming his current role, Dan was our Global Head of Rates and Multi-Strategy Fixed Income. Before joining Aviva Investors, Dan was Chief Investment Officer at Fischer Francis Trees & Watts where he was responsible for fixed income, absolute return and global aggregate products. Previously, he held positions at ABN AMRO Asset Management and Mercury Asset Management.