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Aviva Investors Multi-Asset Fund III SC1

Ranked 236 out of 395 in - Balanced 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. The Fund invests in a broad range of global assets such as shares, bonds, deposits, cash, property and commodities. The Investment Manager aims to position the asset mix and risk level of the Fund, within its 'moderately cautious' risk range over the medium to long term. This allows more defensive or aggressive asset allocations to be made depending on market conditions and opportunities. The proportion of assets held and typical asset mix will change over time

Showing fund performance in United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.8%
2018 -6.6% -3.7% 2.0% 2.6% -7.3%
2017 7.5% 3.5% 0.8% 0.2% 2.9%
2016 13.8% 0.8% 3.6% 6.1% 2.8%
2015 1.4% 5.9% -3.4% -5.9% 5.3%
2014 8.5% -0.5% 2.5% 2.3% 4.0%
2013 11.6% 7.5% -2.3% 2.5% 3.6%
2012 -2.9% 3.7% 2.3%

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 22.16%
Aviva Investors European Equity Income Zy GBP 10.01%
Aviva Investors Global Inv Grade Corp Bd Zhy GBP 8.43%
Aviva Investors Sterling Liquidity 9 7.04%
Aviva Investors Multi-Strategy Fixed Income ZyhGBP 6.56%
Aviva Investors Global Emerging Mkts Index Zy GBP 6.46%
AI Japanese Equity Idx UK FoF Acc 5.91%
No name available 5.06%
Aviva Investors Emerging Markets Bond Zyh GBP 4.17%
US Treasury 0.875% 15-Jan-2029 3.93%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date06/02/2012
  • Share Class size23Mn
  • Base currencyGBP
  • ISIN GB00B6X8K808

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).