Aviva Investors Multi Strategy Target Return Fund

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There is only one type of share class for this fund.

Aviva Investors Multi-Strategy Target Return Fund 2 GBP Acc

A Select 50 Fund - Fidelity insight
Category Macro Trading GBP



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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

115.39p

arrow-down-0.05p (-0.04%)

Fund Code

NUMTA

BMJ6DT2

GB00BMJ6DT26

Prices updated as at 21 Sep 2021
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Prices in GBX

Investment objective
The Fund aims to generate a positive return, on average 5% per annum above the Bank of England Base Rate before the deduction of charges, over rolling three year periods. In seeking to target this level of return the Fund also aims to manage volatility to a target of less than half the volatility of global equities, measured over the same rolling three year periods. The Fund invests across a broad range of global asset classes (including emerging markets) that may include shares of companies, bonds (both corporate and government), cash, commodities, indirect property, and currencies. Other funds (including funds managed by Aviva Investors companies) may also be used to gain exposure to these asset classes. The Fund will make significant use of derivative instruments for investment purposes including: futures, options, swaps, swaptions and forwards.

Our view

Profile
Tigran Manukyan
Research Analyst

The Aviva Investors Multi-Strategy Target Return Fund aims to return 5% more than the Bank of England base interest rate (before fees) over a three year period, with only half the volatility of global equities.

The Aviva managers invest in a multi-strategy portfolio consisting of stocks, bonds, property and derivatives (to profit from changes in interest rates, currencies and market volatility).

Important Information

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