Aviva Inv Diversified Asset 2
Shares Class | Inc. |
---|---|
Yield | 0.00 |
Total Expense Ratio | 0.82 |
Fund Performance
Cumulative Performance
Discrete Performance
Shares Class | Inc. |
---|---|
Yield | 0.00 |
Total Expense Ratio | 0.82 |
Cumulative Performance
Discrete Performance
Fund Size | 63,600,000.00 | Launch Date | 16/02/2009 | Standard Initial Charge (%) | 0.00 |
---|---|---|---|---|---|
Currency | GBP | ISA Eligible | Yes | Annual Management Charge (%) | 0.50 |
Sector | IMA UK Equity Income | Min Investment (£) | 250,000.00 | Total Expense Ratio (%) | 0.82 |
ISIN | GB00B3FKKC73 | Min Topup (£) | 25,000.00 | Ongoing Charge (%) | 0.7000 (on 02/12/2013) |
The Fund aims for long term growth. It invests in shares, bonds and other funds and can also invest in other investments allowed under UK Fund rules. Typically at least half the Fund's assets will be invested in other funds.These funds can invest anywhere in the world and in any sector or asset. These assets can be, for example, company shares, bonds, commodities and cash. The Fund can also invest using derivatives which have values that are linked to the rise and fall of other asset prices.
Hassan Johaadien
Hassan Johaadien ,Head of tactical asset allocation research and joined the investment industry in 1995 and Aviva Investors in July 2005. His role as the head of our TAA research process, Hassan is responsible for identifying profitable tactical trading opportunities.His role also includes developing the TAA team’s quantitative trading models. The output of these models forms the basis for tactical trades implemented by the asset allocation committee of which Hassan is a member. He has a Experience of fifteen years in investment experience. He arrived at Aviva Investors well equipped for the role. Aside from possessing a keen mathematical intellect, Hassan had performed a wide variety of relevant roles during the first ten years of his career at Shell Pensions working his way up to the role of head of research. He had previously spent time as a strategic asset allocation analyst and as a quantitative portfolio manager. He also worked in risk analysis and portfolio measurement. This varied background has helped him play a significant part in shaping our TAA research team. Hassan holds a BSc in Statistics, Computing & Economics from University College London. He also holds the Investment Management Certificate.
Name | Weight |
---|---|
Alternative Assets | 10.90% |
Fixed Interest | 54.50% |
International Equities | 17.10% |
Money Market | 3.00% |
UK Equities | 14.50% |
Name | Weight |
---|---|
International | 17.10% |
Money Market | 3.00% |
Not Specified | 65.40% |
UK | 14.50% |
Name | Weight |
---|---|
AVIVA INVESTORS UK EQUITY | 13.50% |
DEUTSCHE BANK OY HEDGED | 9.80% |
ISHARES CORPORATE BOND | 9.00% |
US 10 YR BONDS | 8.00% |
GILTS | 7.00% |
BRAZILIAN INDEX LINKED BONDS | 5.80% |
AVIVA INVESTORS NORTH AMERICAN | 4.80% |
EUROBUNDS | 4.70% |
GLOBAL CONVERTIBLE Z SHARE CLA | 4.60% |
AVIVA INVESTORS JAPANESE EQUIT | 4.20% |
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.