Quick Stats

Mid Price GBX 162.75 Day Change GBX -1.00 (-0.61%)
Price Date 16 Aug 2019 Crown Rating 1
Shares Class Acc. Yield 1.23 %
Last Ex-Dividend Date 01 March 2019 Dividend Frequency Semi-annually
Sector Volatility Managed Fund Size 779,464,200.00
Launch Date 01/11/2010 Standard Initial Charge 0.00%
Ongoing cost 0.63% Annual Management Charge 0.00%
ISIN GB00B4VYT126 Sedol B4VYT12

Fund Objective

The Fund aims to grow your investment over the long term (5 years or more) through a combination of income and capital returns. It is managed to a “cautious” risk profile, which we define as aiming for an average volatility of 45% of the volatility of “Global Equities” (where the volatility of Global Equities equals 100%).

Fund Managers

Guilluame Paillat
Guillaume is a portfolio manager within the long-only Multi-asset team. Guillaume joined Aviva Investors from First State Investments where he was managing Multi-asset portfolios. Prior to that he was in charge of Global Fixed Income portfolios with Colonial First State in Sydney. He began his career with AXA Investment Managers. Guillaume holds a Master’s degree in Investment Management from Paris Dauphine University.
Paul Parascandalo
Paul is a lead multi-asset fund manager at Aviva Investors. He co-manages the Aviva Investors Multi-asset Fund (MAF) and Multi-manager ranges. He is also lead manager of the Aviva Investors with-profits funds. Paul joined Aviva Investors as an Implementation Manager in the multi-asset funds team, before moving into the fund management role. Prior to Aviva Investors he held a number of roles at HSBC in their private banking arm. Paul holds an MSc (Hons) in Theoretical Physics from University College London and a BSc (Hons) Financial Services from the Institute of Financial Services. He is also a CFA charterholder.
Thomas Wells
Thomas is a lead multi-asset fund manager at Aviva Investors. He co-manages the Aviva Investors Multi-asset Fund and Multi-manager ranges. He also co-manages the RBS EMS range. Thomas joined Aviva Investors from Cew Capital, where he was responsible for advising private clients and family offices on investments in commercial real estate. Prior to this, he started his career at Barclays Wealth as an investment analyst. He has a First Class BA in Economics from the University of Durham and an MSc in Economics from University College London. He is also a CFA charterholder.