Aviva Investors Multi-asset Plus Fund II Class 1 GBP AccRegister to Unlock Ratings |
Performance History | 31/05/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 4.2 | 6.8 | -9.2 | 8.0 | 3.8 |
![]() | +/-Cat | 0.1 | -1.3 | 1.3 | 0.5 | 1.0 |
![]() | +/-B’mrk | -1.1 | -1.2 | 0.1 | -1.3 | -0.1 |
Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 27/06/2024 | GBX 183.56 | |
Day Change | 0.02% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | Volatility Managed | |
ISIN | GB00B4XCWJ38 | |
Fund Size (Mil) 26/06/2024 | GBP 1008.22 | |
Share Class Size (Mil) 26/06/2024 | GBP 38.57 | |
Max Initial Charge | - | |
Ongoing Charge 13/02/2024 | 0.82% |
Investment Objective: Aviva Investors Multi-asset Plus Fund II Class 1 GBP Acc |
The Fund aims to grow investors investment over the long term (5 years or more) through a combination of income and capital growth. The Fund will invest in a variety of global asset classes, including shares of both developed and emerging market companies, bonds issued by companies, governments, or large institutional organisations in developed and emerging markets, cash and money market instruments, as well as alternative strategies such as absolute return, long and short positions, and asset backed securities. It will gain this exposure by investing directly in these assets and strategies, through the use of derivatives or investing in other funds (including funds managed by Aviva Investors companies). |
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Management | ||
Manager Name Start Date | ||
Guillaume Paillat 01/07/2018 | ||
Sunil Krishnan 27/03/2023 | ||
Click here to see others | ||
Inception Date 01/11/2010 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
45% MSCI ACWI NR GBP , 55% Bloomberg Global Aggregate TR Hdg GBP | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Aviva Investors Multi-asset Plus Fund II Class 1 GBP Acc | 31/05/2024 |
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