Aviva Investors Multi-asset Core Fund IV Class 1Register to Unlock Ratings |
Performance History | 31/08/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | 14.0 | -9.0 | 11.4 | 9.7 | |
+/-Cat | - | 2.8 | 1.1 | 3.0 | 2.5 | |
+/-B’mrk | - | 1.7 | -1.7 | 0.7 | 0.8 | |
Category: GBP Allocation 60-80% Equity | ||||||
Category Benchmark: Morningstar UK Mod Adv Tgt ... |
Key Stats | ||
NAV 26/09/2024 | GBX 129.65 | |
Day Change | 0.57% | |
Morningstar Category™ | GBP Allocation 60-80% Equity | |
IA (formerly IMA) Sector | Volatility Managed | |
ISIN | GB00BMGWH684 | |
Fund Size (Mil) 26/09/2024 | GBP 270.69 | |
Share Class Size (Mil) 26/09/2024 | GBP 0.13 | |
Max Initial Charge | - | |
Ongoing Charge 28/02/2024 | 0.31% |
Investment Objective: Aviva Investors Multi-asset Core Fund IV Class 1 |
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, namely 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. It will gain this exposure by investing directly in these assets, through the use of derivatives or investing in other funds (including funds managed by Aviva Investors companies). |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Sotirios Nakos 30/11/2020 | ||
Baylee Wakefield 30/06/2024 | ||
Inception Date 30/11/2020 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
75% MSCI ACWI NR GBP , 25% Bloomberg Global Aggregate TR Hdg GBP | Morningstar UK Mod Adv Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Aviva Investors Multi-asset Core Fund IV Class 1 | 31/08/2024 |
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
|