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-Strategy Target Income 1

Ranked 27 out of 39 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.

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 : 30/11/2017 - 30/11/2018
  • Rank 27/39 Total Return
  • Rank 28/39 Standard Deviation
  • Rank 21/39 Max Drawdown
Fund Name Currency Return
25 CS (Lux) Liquid Alternative Beta UBH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.4%

26 Wellington Multi-Asset Absolute Ret S Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.5%

27 Aviva Investors Multi-Strategy Target Income 1 GBP

-3.6%

28 Artemis Strategic Assets R Acc GBP

-4.7%

29 Merian Style Premia Absolute Return F GBP H GBP

-4.9%

Fund Name Currency Risk
26 Insight Global Absolute Return Inst W Acc GBP

5.5

27 Aviva Investors Multi-Strategy Target Return 1 Acc GBP

5.5

28 Aviva Investors Multi-Strategy Target Income 1 GBP

5.5

29 Morgan Stanley Global Multi-Asset Opps ZH GBP Cap

Currency exposure is hedged

Currency exposure is hedged

GBP

5.6

30 Aviva Investors Multi-Strategy Target Rtn Ih GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

5.7

Fund Name Currency Loss
19 Morgan Stanley Global Multi-Asset Opps ZH GBP Cap

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.0%

20 TM Fulcrum Diversified Absolute Return C GBP Acc GBP

-5.3%

21 Aviva Investors Multi-Strategy Target Income 1 GBP

-5.3%

22 Barings Dynamic Absolute Return I GBP Hedged Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.7%

23 Invesco Global Targeted Returns (UK) Acc GBP

-5.9%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.7% -1.2% 1.3%
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

31/10/2018

Top 10 Holdings

Stock Size
GBP Cash 13.41%
Accounts Receivable 7.24%
Interest Rate Swap General Security 4.31%
Barclays Bank PLC Repo 3.63%
Vonovia SE ORD 1.88%
Standard Chartered Bank Time/Term Deposit 1.52%
Indonesia 8.250% 15-Jul-2021 1.52%
USD Cash 1.35%
Deutsche Wohnen SE ORD 1.25%
Total SA ORD 1.10%
31/10/2018

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%

Related News

MPS spotlight: S&W's Burns recovers from Brexit shock

Allocating to Japan and macro hedge funds has paid off for Smith & Williamson

B Capital’s Lorne Baring: ‘There are lunatics in charge of some countries’

‘There are lunatics in charge of some countries,’ says B Capital founder Lorne Baring, outlining one of the three key risks he has identified for markets. shak

Nick Samouilhan to join T Rowe Price after Aviva exit

Nick Samouilhan is set to join T Rowe Price as a solutions strategist on the EMEA multi-asset solutions team in November.

Aviva Investors creates key role in multi-asset reshuffle

Aviva Investors has hired Santander's Sunil Krishnan as head of multi-asset funds as senior fund manager Nick Samouilhan exits.

Fundsmith tops 2016 sales as Fidelity and Aviva Investors rise up

Fundsmith topped the fund sales charts in an extraordinary 2016, which also saw giants Aviva Investors and Fidelity near the top of the league.

Gars weak run opens the door for Aviva

Note from RBC Capital Markets says the fund range is 'driving the turnaround' of Aviva Global Investors.

Aviva’s Samouilhan: Target Income eyes opportunities in volatility

Riding volatility waves can be treacherous business, but Nick Samouilhan is confident that there are ways to bag a return without getting burnt.

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