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Aviva Investors Multi-Strategy Target Income 1

Ranked 13 out of 40 in - Multi Strategy over 12 months
All calculations are in GBP unless stated

Managed by

Ahmed Behdenna

Peter Fitzgerald

Irish-born Peter Fitzgerald is head of multi-assets at Aviva Investors based in London. Peter began his career at Old Mutual in 1995 before joining BNP Wealth Management’s multi-asset team. He has extensive international experience having worked in Asia, Latin America and Europe. He joined Aviva in 2011. Peter holds a postgraduate diploma in Education from Trinity College Dublin and a degree in European studies from the University of Cork. He is a CFA Charterholder.

Mark Robertson

Mark Robertson joined ING Investment Management in 2006. He is a senior portfolio manager in the multi asset team responsible for managing a range of multi-asset portfolios. Robertson was previously a senior portfolio manager for the ING Multi-Strategies Group in Sydney before relocating to The Hague in 2011. In Australia he was responsible for all multi-strategy portfolios, global equity portfolios and currency strategies managed by INGIM. Prior to joining ING he worked for UBS as a fixed income portfolio manager where he also managed the currency and derivative overlays for multi-asset portfolios. He has previously worked for Investec in Ireland and Bankers Trust in Sydney. He holds a Masters in Applied Finance from Macquarie University and a Bachelor of Science from the University of Waikato.

Objective

The Fund aims to deliver an annual income yield of 4% above the Bank of England Base Rate before corporation tax payable by the Fund regardless of the prevailing market environment. In addition the Fund aims to preserve capital, and to manage volatility to a target of less than half the volatility of global equities over rolling three year periods.

Showing fund performance in United Kingdom View performance globally

Performance

Multi Strategy over : 31/03/2018 - 31/03/2019
  • Rank 13/40 Total Return
  • Rank 37/40 Standard Deviation
  • Rank 30/40 Max Drawdown
Fund Name Currency Risk
35 Aviva Investors Multi-Strategy Target Rtn Ih GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

7.7

36 AQR Systematic Total Return UCITS C1 Acc GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

8.3

37 Aviva Investors Multi-Strategy Target Income 1 GBP

8.8

38 Veritas Global Real Return GBP B GBP

8.8

39 Artemis Strategic Assets R Acc GBP

12.2

Fund Name Currency Loss
28 Quoniam Funds Selion Altern Risk Premia GBP HG IA

Currency exposure is hedged

Currency exposure is hedged

GBP

-6.4%

29 UNI-Global - Cross Asset Navigator RAH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-6.7%

30 Aviva Investors Multi-Strategy Target Income 1 GBP

-7.7%

31 Aviva Investors Multi-Strategy Target Return 1 Acc GBP

-7.8%

32 Aviva Investors Multi-Strategy Target Rtn Ih GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-8.0%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.8%
2018 -7.8% -1.7% -1.2% 1.3% -6.3%
2017 -2.1% -0.9% -0.1% -0.5% -0.5%
2016 0.8% -0.9% 0.7% 0.0% 0.9%
2015 6.5% 5.3% -2.9% 1.8% 2.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
GBP Cash 15.59%
USD Forward Contract 10.65%
Accounts Receivable 10.52%
JPY Forward Contract 5.10%
USD Cash 3.20%
South Africa 10.500% 21-Dec-2026 3.08%
EUR Cash 2.21%
Interest Rate Swaption General Security 2.07%
National Australia Bank Ltd 0.970% 07-May-2019 1.89%
BOC MACAU 0.00% 07/31/19 SR: 1.88%
28/02/2019

Registered For Sale In

  1. Switzerland
  2. United Kingdom

Fund Info

  • Launch date01/12/2014
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN GB00BQSBPJ01

Purchase Info

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

Charges

  • Annual management1.00%
  • 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).