Quick Stats

Bid Price - Offer Price -
Mid Price GBX 110.26 Day Change GBX -0.33 (-0.30%)
Price Date 21 Jul 2017 Crown Rating
Shares Class Inc. Yield 0.70 %
Total Expense Ratio 0.00 Fund Size 5,019,204,100.00
Launch Date 01/07/2014 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 GB00BYVYRD03 Min TopUp (£) 250,000.00

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.

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.
Dan James
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.
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.