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 Rtn Ih GBP

Ranked 23 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 invests in equities, bonds, money market instruments and bank deposits from anywhere in the world. It may also invest in UCITS and/or other UCIs. The fund makes extensive use of derivatives for investment purposes by taking long and synthetic short positions in markets, securities and baskets of securities. The funds derivatives may include futures, options, swap contracts, swaptions, total return swaps, currency forwards (deliverable or non-deliverable), foreign exchange options and credit default swaps.

Showing fund performance in United Kingdom View performance globally

Performance

Multi Strategy over : 31/03/2018 - 31/03/2019
  • Rank 23/40 Total Return
  • Rank 35/40 Standard Deviation
  • Rank 32/40 Max Drawdown
Fund Name Currency Return
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%

25 Invesco Global Targeted Returns A Acc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.5%

Fund Name Currency Risk
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

37 Aviva Investors Multi-Strategy Target Income 1 GBP

8.8

Fund Name Currency Loss
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%

34 Uni-Global Alternative Risk Premia RAH-GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-8.1%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.7%
2018 -6.3% 0.2% -0.4% -0.6% -5.6%
2017 -2.4% -1.4% 0.3% -0.7% -0.6%
2016 1.3% -1.8% 0.5% -0.1% 2.8%
2015 4.4% 4.9% -1.6% 0.5% 0.6%
2014 2.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Ireland
  3. Luxembourg
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date31/07/2014
  • Share Class size17Mn
  • Base currencyGBP
  • ISIN LU1084540324
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment5.00%

Related News

Revealed: Gars pain grows with £17.2 billion blow

We've crunched the data ahead of Aberdeen Standard's results tomorrow and it is not looking good for the multi-asset strategy.

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