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Aviva Investors Multi-Asset Fund II SC1

Ranked 72 out of 129 in - Conservative 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 returns through a combination of capital growth and income. Any income will be reinvested, as only accumulation shares are available at present. The Fund invests in a broad range of global assets such as shares, bonds, deposits, cash, property, commodities and derivatives.

Showing fund performance in United Kingdom View performance globally

Performance

Conservative GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.3%
2018 -5.9% -3.0% 1.3% 1.9% -6.0%
2017 5.5% 2.1% 0.9% 0.2% 2.2%
2016 9.8% 1.0% 2.8% 4.1% 1.5%
2015 1.4% 4.8% -2.8% -4.0% 3.7%
2014 7.8% 0.2% 2.4% 1.9% 3.1%
2013 8.2% 5.4% -1.8% 1.9% 2.6%
2012 4.4% 1.5% -1.1% 2.5% 1.6%
2011 5.0% -0.7% 2.4% 0.0% 3.3%

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 17.03%
Aviva Investors Sterling Liquidity 9 14.66%
Aviva Investors Global Inv Grade Corp Bd Zhy GBP 11.08%
Aviva Investors Multi-Strategy Fixed Income ZyhGBP 8.96%
Aviva Investors European Equity Income Zy GBP 7.67%
US Treasury 0.875% 15-Jan-2029 4.91%
Aviva Investors Multi-Strategy Target Return 3 Acc 4.69%
Aviva Investors Global Emerging Mkts Index Zy GBP 4.66%
AI Japanese Equity Idx UK FoF Acc 4.49%
No name available 4.26%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/11/2010
  • Share Class size38Mn
  • Base currencyGBP
  • ISIN GB00B4XCWJ38

Purchase Info

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

Charges

  • Annual management0.73%
  • Initial investment0.00%

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