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Aviva Investors Multi-Strategy Target Rtn Ih GBP

Ranked 19 out of 26 in - Multi Strategy over 36 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.

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 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 : 31/12/2015 - 31/12/2018
  • Rank 19/26 Total Return
  • Rank 20/26 Standard Deviation
  • Rank 17/26 Max Drawdown
Fund Name Currency Return
17 Invesco Global Targeted Returns A Acc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.6%

18 Standard Life Inv Glo Abs Ret Strategies Inst Acc GBP

-6.0%

19 Aviva Investors Multi-Strategy Target Rtn Ih GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-7.3%

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%

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

4.9

19 SLI Glo SICAV Global Focused Strategies D Acc GBPH

Currency exposure is hedged

Currency exposure is hedged

GBP

4.9

20 Aviva Investors Multi-Strategy Target Rtn Ih GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

5.0

21 MLIS AQR Global Relative Value UCITS GBP A Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

5.7

22 JPM Global Macro Opportunities A Net Acc GBP

7.2

Fund Name Currency Loss
15 SLI Glo SICAV Glbl Abs Rtn Strategies A Acc GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

-8.5%

16 Aviva Investors Multi-Strategy Target Return 1 Acc GBP

-9.1%

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%

Total Return

Quarterly Performance

to 31/12/2018 Annual Q1 Q2 Q3 Q4
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. France
  3. Ireland
  4. Luxembourg
  5. Switzerland
  6. United Kingdom

Fund Info

  • Launch date31/07/2014
  • Share Class size18Mn
  • 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%

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