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Aviva Investors Multi-Strategy Target Return 1 Acc

Ranked 22 out of 40 in - Multi Strategy over 12 months
All calculations are in GBP unless stated

Managed by

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.

James McAlevey

James McAlevey, CFA, is head of rates at Aviva Investors where he is a portfolio manager in the AIMS fixed income and target return funds and is a permanent member of the Strategic Investment Group. Prior to joining the firm in 2016, McAlevey was head of interest rates at Henderson Global Investors. He graduated from the University of Bristol with an MSc in economics and joined the investment industry in 2000.

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 provide a positive return under all market conditions, by targeting an average annual return of 5% above that of the Bank of England base rate, before the deduction of charges, over a rolling three year period. The Fund aims to achieve this with less than half the volatility of global equities, over the same rolling three year period. The Fund invests globally in a wide range of assets including shares of companies, fixed interest and other debt securities (both corporate and government), money market securities, deposits, and other regulated funds.

Showing fund performance in United Kingdom View performance globally

Performance

Multi Strategy over : 31/03/2018 - 31/03/2019
  • Rank 22/40 Total Return
  • Rank 34/40 Standard Deviation
  • Rank 31/40 Max Drawdown
Fund Name Currency Return
20 Odey Odyssey GBP I Inc GBP

-1.1%

21 CS (Lux) Liquid Alternative Beta UBH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.2%

22 Aviva Investors Multi-Strategy Target Return 1 Acc GBP

-2.1%

23 Aviva Investors Multi-Strategy Target Rtn Ih GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.1%

24 JPMorgan Fds Diversified Risk Fund X GBP Hgd Cap

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.4%

Fund Name Currency Risk
32 InRIS CFM Diversified I GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

6.5

33 Nordea 1 - Alpha 10 MA HAC GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

6.6

34 Aviva Investors Multi-Strategy Target Return 1 Acc GBP

7.5

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

Fund Name Currency Loss
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%

33 Putnam Multi Asset Absolute Return S Acc GBP GBP

-8.1%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.5%
2018 -6.3% 0.0% -0.4% -0.5% -5.6%
2017 -2.3% -1.4% 0.4% -0.8% -0.6%
2016 0.9% -1.8% 0.2% 0.0% 2.5%
2015 4.3% 4.5% -1.4% 0.7% 0.6%
2014 2.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Accounts Receivable 11.80%
GBP Cash 6.16%
Barclays Bank PLC Repo 4.88%
USD Cash 4.87%
First Abu Dhabi Bank PJSC CD 2.94%
South Africa 10.500% 21-Dec-2026 2.22%
GBP Forward Contract 2.16%
Standard Chartered Bank 1.000% 07-May-2019 1.96%
Bank of America Corp 1.040% 05-Aug-2019 1.96%
Credit Agricole Corporate and Investment Bank SA 0.910% 07-May-2019 1.96%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/07/2014
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN GB00BMTRW090

Purchase Info

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

Charges

  • Annual management1.10%
  • 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).