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

116.33p

arrow-up0.23p (+0.20%)

Fund Code

NUMTA

BMJ6DT2

GB00BMJ6DT26

Prices updated as at 24 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.

Company name
Aviva Investors UK Fund Services Limited
Fund launch date
01 Jul 2014
Domicile
United Kingdom
UCITS
Yes
Lead manager
Peter Fitzgerald
Lead manager start date
01 Jul 2014
Lead fund manager biography
Peter is a member of the Aviva Investors’ Executive team and leads our global Multi-asset and Macro investment team including responsibility for the team’s strategic direction. Additionally, he is a portfolio manager of the AIMS Target Return and Target Income funds. Peter is also chair of the Asset Allocation Committee. 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. Peter holds a postgraduate diploma in Education from Trinity College Dublin and a degree in European studies from the University of Cork. He is also a CFA® charterholder.
Fund manager
Ian Pizer
Manager start date
06 May 2021
Fund manager biography
Ian Pizer, PhD, CFA, is Head of Investment Strategy and is responsible for formulating Aviva's "house view" and the risks to that view. Additionally, he is a portfolio manager at Aviva Investors Americas LLC. Prior to joining Aviva, Mr. Pizer spent over 10 years at Standard Life Investments, where he was Investment Director. He has a PhD and Honours degree in Mathematics from the University of Bristol.
Head office
St Helen's, 1 Undershaft
London
United Kingdom
EC3P 3DQ
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