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Aviva Inv Multi-Strategy Target Return Class 2 - Accumulation (GBP)

Sell:114.18p Buy:114.18p Change: 0.1p (0.09%)
Prices as at 14 February 2020
Sell:114.18p
Buy:114.18p
Change: 0.1p (0.09%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 14 February 2020
Sell:114.18p
Buy:114.18p
Change: 0.1p (0.09%)
Prices as at 14 February 2020
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments we believe Wealth 50 funds are superior alternatives. View funds on the Wealth 50 »

Our view on the sector

Funds in this sector generally try to make a positive return in any market condition. But they go about it in different ways. Some focus on one type of asset, such as shares or bonds, while others invest in a variety of different assets. Some stick to one geographical area, like the UK or Europe, while others invest globally. Some also take 'short' positions, which can allow the fund to benefit from falling prices. It can be difficult to compare funds in this sector because they're so different, so each one should be considered on its own merits. Some have been more volatile than others, some have sheltered investors' money well but not done as well when markets have risen, while others have performed poorly. Like any investment, there's still a degree of risk and they're not guaranteed to make money.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

17/02/15 to 17/02/16 17/02/16 to 17/02/17 17/02/17 to 17/02/18 17/02/18 to 17/02/19 17/02/19 to 17/02/20
Annual return 2.33% -0.59% 1.11% -5.06% 8.88%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

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Manager Name: Peter Fitzgerald
Manager start date: 1 July 2014
Manager located in: London

Peter joined the investment industry in 1995 and Aviva Investors in April 2011. He manages our suite of outcome-focused multi-strategy funds targeting specific client outcomes such as achieving reliable capital growth and securing a steady stream of income. He also leads our global multi-assets investment team and is responsible for the strategic direction of our global multi-asset and multi-strategy offering. 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.

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Manager Name: Mark Robertson
Manager start date: 17 September 2018
Manager located in: London

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Manager Name: James McAlevey
Manager start date: 30 June 2018
Manager located in: .

James is a co-manager of the AIMS Fixed Income portfolio. He sits on both the Bond Investment Group (BIG), which explores the implications of the house thematics for the fixed income asset class specifically, and on the Strategic Investment Group (SIG), where all ideas that are proposed for inclusion in the AIMS portfolios are rigorously debated to assess their suitability for inclusion. Prior to joining Aviva Investors in 2016, James worked at Henderson Global investors where he was Head of interest rates with a focus on alpha generation in the benchmark agnostic product offering. He previously worked on the hedge fund side of the business, where he gained insight and experience in the use and application of derivatives in an absolute return framework. James holds an MSc in Economics from the University of Bristol and is a CFA® charterholder.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account