Aviva Investors Multi-Asset Fund V SC1

Ranked 148 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Guillaume Paillat

Paul Parascandalo

Paul Parascandalo is a lead manager on the Aviva With Profits Funds and co-manages the Aviva Investors Multi-Asset Risk Targeted , Multi-Manager and Global Income ranges. He is also involved with implementation on the AIMs funds. He joined Aviva Investors as an Implementation Manager in the Multi-Asset Funds team, before moving into the fund management role. Prior to Aviva Investors he held a number of roles at HSBC in their private banking arm. Paul holds an MSc (Hons) in Theoretical Physics from University College London and a BSc (Hons) Financial Services from the Institute of Financial Services. He is also a CFA Charterholder.

Thomas Wells

Thomas joined Aviva from Cew Capital, where he was responsible for advising private clients and family offices on investments in commercial real estate. Prior to this, he started his career at Barclays Wealth as an investment analyst. He holds a First Class BA (Hons) in Economics from the University of Durham and an MSc in Economics from University College London. He is also a CFA charterholder.

Objective

The fund aims to provide capital growth. The Fund invests in a broad range of global assets such as shares, bonds, deposits, cash, property, commodities and derivatives. The Investment Manager aims to position the asset mix and risk level of the Fund, within its 'adventurous' risk range over the medium to long term. The proportion of assets held and typical asset mix will change over time. The aim is for potential returns and volatility to remain within a range consistent with the risk and reward profile of an adventurous investor investing over a 3 year term.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2018 - 31/03/2019
  • Rank 148/262 Total Return
  • Rank 240/262 Standard Deviation
  • Rank 213/262 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.5%
2018 -8.7% -5.4% 4.1% 3.9% -10.8%
2017 11.4% 4.6% 1.2% 0.4% 4.9%
2016 20.3% 0.8% 4.7% 8.5% 5.0%
2015 0.8% 7.6% -4.3% -9.1% 7.8%
2014 11.4% -0.1% 2.6% 2.9% 5.5%
2013 6.3% 5.8% -6.7% 2.8% 4.8%
2012 12.6% 7.7% -5.4% 5.5% 4.8%
2011 -4.3% 0.0% 1.3% -9.8% 4.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
AI North American Equity Index UK FoF Acc 33.78%
Aviva Investors European Equity Income Zy GBP 16.23%
AI Japanese Equity Idx UK FoF Acc 9.77%
Aviva Investors Global Emerging Mkts Index Zy GBP 9.75%
No name available 7.31%
No name available 4.82%
Aviva Investors Emerging Markets Eq Sm Cap Zy GBP 4.07%
BlackRock Europe ex-UK Index EUR Flex Acc 3.19%
Aviva Investors Sterling Liquidity 9 2.98%
Aviva Investors Emerging Markets Bond Zyh GBP 2.67%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/11/2010
  • Share Class size10Mn
  • Base currencyGBP
  • ISIN GB00B4Y26M34

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.75%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).