Aviva Investors Multi-Strategy Target Return Fund 2 GBP Acc
A Select 50 Fund - Fidelity insight
Category Alt - Multistrategy
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
Prices updated as at 08 Apr 2021
Prices in GBX
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.
Important documents: Please ensure that you have read the Key information document, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Fidelity insight
- Charges & documents
- Risk & rating
|Fund type||Open Ended Investment Company|
|Fund manager||James McAlevey, Peter Fitzgerald, Mark Robertson|
|Fund comparative index||Bank of England Base Rate|
|Targeted Absolute Return|
|Alt - Multistrategy|
|Fund provider||Aviva Investors UK Fund Services Limited|
|Share class launch date||01 Jul 2014|
|Distribution yield (%)||-|
|Historic yield (%)||0.70|
|Underlying yield (%)||-|
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.