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Aviva Investors Multi-Strategy Target Income 1

Ranked 19 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.

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 : 28/02/2016 - 28/02/2019
  • Rank 19/26 Total Return
  • Rank 20/26 Standard Deviation
  • Rank 20/26 Max Drawdown
Fund Name Currency Return
17 Standard Life Inv Glo Abs Ret Strategies Inst Acc GBP

-1.2%

18 Invesco Global Targeted Returns A Acc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.9%

19 Aviva Investors Multi-Strategy Target Income 1 GBP

-3.4%

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

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.9%

21 Aviva Investors Multi-Strategy Target Rtn Ih GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.0%

Fund Name Currency Risk
18 Aviva Investors Multi-Strategy Target Return 1 Acc GBP

5.2

19 Aviva Investors Multi-Strategy Target Rtn Ih GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

5.3

20 Aviva Investors Multi-Strategy Target Income 1 GBP

5.6

21 MLIS AQR Global Relative Value UCITS GBP A Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

5.8

22 JPM Global Macro Opportunities A Net Acc GBP

7.1

Fund Name Currency Loss
18 SLI Glo SICAV Global Focused Strategies D Acc GBPH

Currency exposure is hedged

Currency exposure is hedged

GBP

-9.6%

19 Veritas Global Real Return GBP B GBP

-9.9%

20 Aviva Investors Multi-Strategy Target Income 1 GBP

-10.0%

21 JPM Global Macro Opportunities C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-10.2%

22 JPM Global Macro Opportunities A Net Acc GBP

-10.4%

Total Return

Quarterly Performance

to 01/01/2019 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

31/01/2019

Top 10 Holdings

Stock Size
GBP Cash 12.00%
Accounts Receivable 7.91%
Royal Bank of Canada Repo 6.55%
South Africa 10.500% 21-Dec-2026 3.45%
Vonovia SE ORD 2.14%
GBP Forward Contract 1.79%
National Australia Bank Ltd 0.970% 07-May-2019 1.64%
Industrial and Commercial Bank of China Ltd CD 1.63%
Deutsche Wohnen SE ORD 1.38%
Indonesia 8.250% 15-Jul-2021 1.18%
31/01/2019

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).