Quick Stats

Bid Price - Offer Price -
Mid Price GBX 95.90 Day Change GBX +0.13 (0.14%)
Price Date 18 Sep 2017 Crown Rating
Shares Class Inc. Yield 4.36 %
Total Expense Ratio 0.00 Fund Size 2,403,734,000.00
Launch Date 01/12/2014 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.56 Sector IMA UK Equity Income
Min Investment (£) 5,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BYVYR857 Min TopUp (£) 250,000.00

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.
Ian Pizer
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.
Gavin Counsell
Main responsibilities Gavin manages a range of Aviva Investors’ multi-asset funds. He specialises in portfolio construction, asset allocation analysis and structuring. Experience and qualifications Prior to joining Aviva Investors, Gavin was a senior investment consultant at Towers Watson within the Strategy team, providing strategic investment advice to pension scheme trustees. This included asset-liability-modelling studies, asset-allocation analysis, risk budgeting and portfolio structuring. Before this, he was a pensions and investment consultant at Aon Consulting. Gavin holds a Master of Mathematics degree from the University of Warwick. He is also a qualified Fellow of the Institute and Faculty of Actuaries.
Brendan Walsh
Main responsibilities Brendan manages the AIMS Target Return and Target Income Strategies. Experience and qualifications Previously, Brendan managed the cyclical asset allocation overlay on the Aviva with profits funds. Prior to joining Aviva Investors, he worked at Standard Life Investments as one of the original members of the Multi-asset team which launched the GARS product under Euan Munro. He has a doctorate in Seismic Exploration and a degree in Geophysics from the University of Edinburgh. In addition, he is an accredited Professional Risk Manager.