Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Aviva Investors Multi-Asset Fund IV SC1

Ranked 203 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 capital growth. The Fund Manager aims to position the asset mix and risk level of the Fund, within its 'balanced' risk range over the medium to long term. The Fund invests in a broad range of global assets such as shares, bonds, deposits, cash, property and commodities. The Investment Manager will decide how best to invest in these assets and may invest in them directly, by using other funds or through the use of derivatives. 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 6.3%
2018 -7.2% -4.2% 2.7% 3.2% -8.6%
2017 8.7% 3.9% 0.9% 0.2% 3.6%
2016 16.3% 0.6% 4.0% 7.1% 3.8%
2015 1.0% 6.8% -4.1% -7.8% 6.9%
2014 9.8% -0.1% 2.5% 2.6% 4.6%
2013 13.3% 8.7% -2.9% 3.0% 4.2%
2012 9.3% 5.7% -4.5% 4.6% 3.4%
2011 -1.5% -0.3% 1.4% -6.1% 3.8%

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 27.04%
Aviva Investors European Equity Income Zy GBP 12.14%
Aviva Investors Global Emerging Mkts Index Zy GBP 7.74%
AI Japanese Equity Idx UK FoF Acc 7.12%
No name available 5.86%
Aviva Investors Global Inv Grade Corp Bd Zhy GBP 4.98%
Aviva Investors Emerging Markets Bond Zyh GBP 4.67%
Aviva Investors UK Index Tracking SC 3 Acc 4.49%
Aviva Investors Multi-Strategy Fixed Income ZyhGBP 4.10%
Australia, Commonwealth of (Government) 1.250% 21-Feb-2022 3.71%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/11/2010
  • Share Class size44Mn
  • Base currencyGBP
  • ISIN GB00B4TVCM71

Purchase Info

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

Charges

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

Related News

The best absolute return fund you are not yet invested in

First State’s Diversified Growth fund is the new kid on an increasingly crowded block, but it may stand out from the pack.

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