Aviva Inv Multi Strategy Target Income 5
Latest (Mid) Price:
GBX 81.59
Day Change:
+0.33%
| Shares Class | Inc. |
|---|---|
| Yield | 4.30 |
| Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
MoneyAM Fund Centre
Quick Stats
| Fund Size | 534,974,400.00 | Launch Date | 01/12/2014 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.65 |
| Sector | IMA UK Equity Income | Min Investment (£) | 10,000,000.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB00BQSBPG79 | Min Topup (£) | 500,000.00 | Ongoing Charge (%) | 0.6500 (on 16/11/2020) |
Fund Objective
To deliver an annual income yield of 4% above the Bank of England Base Rate before corporation tax payable by the Fund regardless of the prevailing market environment. In addition, the Fund aims to preserve capital, and to manage volatility to a target of less than half the volatility of global equities over rolling three year periods.
Fund Managers
Peter Fitzgerald
Peter leads our global Multi-asset & Macro investment team and is responsible for the team’s strategic direction. Additionally, he is a portfolio manager of the AIMS Target Return and Target Income funds. 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.
Ahmed Behdenna
Ahmed manages the AIMS Target Income fund. Ahmed is a permanent member of the Strategic Investment Group (SIG), where all investment ideas that are proposed for inclusion in the AIMS portfolios are rigorously debated. Previously, Ahmed was a senior strategist within the Multi-asset team, leading the investment ideas generation process for Aviva Investors Multi Strategy (AIMS) fund range. Prior to joining Aviva Investors, Ahmed was a senior strategist within the Multi-asset Research team for Société Générale and beforehand an equity strategist with the same company, covering European markets. Ahmed holds a Master’s degree in Applied Mathematics from the National Institute of Science of Rouen, France.
Mark Robertson
Mark is responsible for managing our suite of outcome-focused multi-strategy funds as well as leading our multi-strategy investment team. Prior to joining Aviva Investors, Mark was head of Multi-asset portfolios at NN Investment Partners with responsibility for portfolio construction, risk budgeting and performance. He was also lead manager for the Kronos Multi-strategy portfolios and a co-manager on the absolute return funds. In addition, Mark was head of the Innovation Lab which looks at implementing new data sets and tools to enhance the investment process. Beforehand, Mark was a portfolio manager at UBS Asset Management. Mark graduated with a Bachelor of Science from the University of Waikato in New Zealand and a Master of Applied Finance from Macquarie University in Sydney.
Asset Breakdown
Region Breakdown
Sector Breakdown
Top 10 Holdings
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.
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