Aviva Investors Multi-Strategy Target Return

Overview

Fund Strategy Macro
Fund Geography Global
Investment Advisor Aviva Investors
Portfolio Manager Multi Asset Team
Fund Currency GBP
Fund AUM £5.6b
Fund AUM as of 29 December 2017
Fund Inception 01 July 2014
Fund Indices AH Macro UCITS Index
Sub Index - Multi Asset Macro

Fund Objective

The fund aims to deliver a positive return over rolling three year periods regardless of the prevailing stock market environment. 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.

Reference Index

LIBOR +5%

Teaser@2x

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