Aviva Investors Multi Strategy Target Return Fund

Select share classes
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

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


arrow-down-0.19p (-0.16%)

Fund Code




Prices updated as at 16 Sep 2021
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.

Growth of £1,000 as of 17 Sep 2021, 20:09

Trailing returns (%) as of 17 Sep 2021, 20:09

Annual performance (%)

YearThis fundMacro Trading GBP
30 Jun 10 - 30 Jun 11--
30 Jun 11 - 30 Jun 12--
30 Jun 12 - 30 Jun 13--
30 Jun 13 - 30 Jun 14--
30 Jun 14 - 30 Jun 15--
30 Jun 15 - 30 Jun 16-0.22-1.32
30 Jun 16 - 30 Jun 171.752.10
30 Jun 17 - 30 Jun 18-1.511.13
30 Jun 18 - 30 Jun 190.012.36
30 Jun 19 - 30 Jun 201.26-0.73
30 Jun 20 - 30 Jun 215.998.21

Trailing returns (%)

YearThis fundMacro Trading GBP
1 Day-0.160.01
1 Month-0.03-0.03
3 Months0.170.09
6 Months0.810.74
1 Year4.465.37
3 Years annualised2.632.63
5 Years annualised1.562.77
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.