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Aviva Investors Multi-Strategy Target Income 1

Ranked 22 out of 26 in - Multi Strategy over 36 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.

Ian Pizer

Ian Pizer, PhD, CFA is head of investment strategy at Aviva Investors, responsible for formulating the ‘house view’ and the risks to that view. He joined the firm in 2014 and prior to this, he was investment director, multi-asset investing at Standard Life. Ian holds a PhD in Mathematics Logic from Bristol University.

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 : 31/12/2015 - 31/12/2018
  • Rank 22/26 Total Return
  • Rank 17/26 Standard Deviation
  • Rank 19/26 Max Drawdown
Fund Name Currency Return
20 Aviva Investors Multi-Strategy Target Return 1 Acc GBP

-7.7%

21 SLI Glo SICAV Glbl Abs Rtn Strategies A Acc GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

-8.5%

22 Aviva Investors Multi-Strategy Target Income 1 GBP

-9.1%

23 JPM Systematic Alpha A Acc GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-9.6%

24 SLI Glo SICAV Global Focused Strategies D Acc GBPH

Currency exposure is hedged

Currency exposure is hedged

GBP

-13.6%

Fund Name Currency Loss
17 Aviva Investors Multi-Strategy Target Rtn Ih GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-9.3%

18 Veritas Global Real Return GBP B GBP

-9.9%

19 Aviva Investors Multi-Strategy Target Income 1 GBP

-10.0%

20 JPM Global Macro Opportunities C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-10.2%

21 JPM Global Macro Opportunities A Net Acc GBP

-10.4%

Total Return

Quarterly Performance

to 31/12/2018 Annual Q1 Q2 Q3 Q4
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

30/11/2018

Top 10 Holdings

Stock Size
Accounts Receivable 11.57%
GBP Cash 11.49%
Barclays Bank PLC Repo 5.01%
Interest Rate Swaption General Security 4.22%
South Africa 10.500% 21-Dec-2026 3.52%
Vonovia SE ORD 2.06%
Indonesia 8.250% 15-Jul-2021 1.70%
USD Cash 1.64%
Deutsche Wohnen SE ORD 1.34%
EUR Cash 1.11%
30/11/2018

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).