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Aviva Investors Multi-Manager 20-60% SC 1 Inc

Ranked 261 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 for long term growth and to produce some income. Long term is generally regarded as 5 years or more. The Fund will invest in a range of other funds, known as the target funds, these target funds in turn can invest in a broad range of worldwide investments. Up to 60% of the target funds will have investment in shares as their objective. The target funds may also invest in property investments, bonds and in cash.

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% -3.5% 1.7% 1.6% -7.0%
2017 5.8% 2.6% 0.8% 0.0% 2.4%
2016 10.5% -0.2% 2.4% 5.7% 2.3%
2015 1.9% 5.6% -2.8% -5.4% 5.0%
2014 5.7% 0.7% 0.1% 1.2% 3.8%
2013 9.4% 6.0% -2.8% 3.2% 2.9%
2012 10.1% 4.6% -2.8% 5.4% 2.7%
2011 -3.3% -0.7% 0.6% -5.2% 2.2%
2010 12.5% 5.8% -4.3% 5.9% 4.8%
2009 16.2% -4.5% 4.7% 13.8% 2.0%
2008 -10.0% -5.7% -1.1% -4.1% 0.6%
2007 0.3% -0.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Aviva Investors Sterling Liquidity 3 16.48%
JPM Global Corporate Bond C Dis GBP Hdg 9.55%
Wellington US Research Equity USD S Acc Unh 9.27%
Aviva Investors Multi-Strategy Target Return 3 Acc 7.97%
iShares Core S&P 500 UCITS ETF 7.64%
iShares $ TIPS UCITS ETF 6.39%
Aviva Investors Multi-Strategy Fixed Income ZyhGBP 5.54%
BlackRock European Dynamic FD Acc 5.26%
Invesco European Equity Income (UK) NT Acc 5.11%
Aviva Investors Emerging Markets Equity MoM 1 SC 2 4.61%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date24/04/2007
  • Share Class size03Mn
  • Base currencyGBP
  • ISIN GB00B1N94V93

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment0.00%

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