Aviva Inv Diversified Strategy 1 Ac
Shares Class | Inc. |
---|---|
Yield | 0.00 |
Total Expense Ratio | 1.70 |
Fund Performance
Cumulative Performance
Discrete Performance
Shares Class | Inc. |
---|---|
Yield | 0.00 |
Total Expense Ratio | 1.70 |
Cumulative Performance
Discrete Performance
Fund Size | 192,300,000.00 | Launch Date | 02/10/2007 | Standard Initial Charge (%) | 5.00 |
---|---|---|---|---|---|
Currency | GBP | ISA Eligible | No | Annual Management Charge (%) | 1.25 |
Sector | IMA UK Equity Income | Min Investment (£) | 5,000.00 | Total Expense Ratio (%) | 1.70 |
ISIN | GB00B247KW27 | Min Topup (£) | 1,000.00 | Ongoing Charge (%) | 1.7200 (on 29/04/2014) |
The Fund can invest anywhere in the world and in any sector or asset. These assets can be, for example, company shares, bonds (loans that pay interest), commodities (such as fuels and precious metals) and cash. The Fund can also invest using derivatives, such as futures, options and swaps, which have values that are linked to the rise and fall of other asset prices. Derivatives will be used both to achieve the investment objective or to simply reduce or manage risk more efficiently.
Peter Fitzgerald
Peter is responsible for overseeing the management of approximately £30 billion across a range of Multi-Asset Funds. He is co-manager of the risk targeted multi-asset funds and unit linked life and pensions range and lead manager on Aviva Investors three Multi-Manager Funds. He has over 10 years experience of managing multi-manager and multi-asset portfolios and developing new propositions for clients including risk rated products whilst working at BNP Paribas Wealth Management and Insinger de Beaufort. He is fluent in Spanish and French and has lived and worked in Asia, Latin America, Continental Europe and the UK. This international experience ensures a global outlook when considering investment options. Peter has a degree in European Studies from the University of Cork, a Postgraduate Diploma in Education from Trinity College, Dublin and he is a Chartered Financial Analyst (CFA) charter holder.
Name | Weight |
---|---|
Asia Pacific Equities | 3.10% |
Convertibles | 3.30% |
European Equities | 9.30% |
Global Emerging Market Equitie | 5.60% |
Global Emerging Market Fixed I | 7.90% |
Global Government Fixed Intere | 6.00% |
Global High Yield Fixed Intere | 6.80% |
Japanese Equities | 4.20% |
Money Market | 10.10% |
UK Corporate Fixed Interest | 12.00% |
UK Equities | 8.00% |
US Equities | 23.70% |
Name | Weight |
---|---|
International | 45.90% |
Money Market | 10.10% |
Not Specified | 36.00% |
UK | 8.00% |
Name | Weight |
---|---|
NORTH AMERICA FUTURES | 23.70% |
EUROPE FUTURES | 9.30% |
AVIVA INVESTORS SHORT DURATION | 4.50% |
24 ASSET MANAGEMENT STERLING C | 4.40% |
JAPAN FUTURES | 4.20% |
EM EQUITIES | 3.90% |
AVIVA INVESTORS INFLATION LINK | 3.60% |
AVIVA INVESTORS GLOBAL CONVERT | 3.30% |
AXA FRAMLINGTON UK SELECT OPPO | 3.10% |
SVG UK EQUITY FUND | 2.60% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.