Aviva Investors Multi-Asset Income Fund 2 GBP AccRegister to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 1.7 | 3.5 | -14.6 | 8.4 | 5.0 | |
+/-Cat | -2.1 | 0.0 | -4.4 | 2.2 | -0.2 | |
+/-B’mrk | -3.4 | -0.2 | -3.6 | 0.7 | -0.4 | |
Category: GBP Allocation 20-40% Equity | ||||||
Category Benchmark: Morningstar UK Mod Caut Tgt... |
Key Stats | ||
NAV 22/10/2024 | GBX 264.50 | |
Day Change | -0.25% | |
Morningstar Category™ | GBP Allocation 20-40% Equity | |
IA (formerly IMA) Sector | Mixed Investment 20-60% Shares | |
ISIN | GB00BYZC2W42 | |
Fund Size (Mil) 22/10/2024 | GBP 146.17 | |
Share Class Size (Mil) 22/10/2024 | GBP 18.47 | |
Max Initial Charge | - | |
Ongoing Charge 24/09/2024 | 0.73% |
Investment Objective: Aviva Investors Multi-Asset Income Fund 2 GBP Acc |
The Fund aims to deliver an income return in excess of the Index over any given 3- year period and provide an average annual net return greater than the Index over rolling 5-year periods. This should result in the growth of your investment over the long term. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Baylee Wakefield 11/02/2022 | ||
Harriet Ballard 01/08/2024 | ||
Inception Date 25/04/2016 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
50% Bloomberg Gbl Agg Corp TR Hdg GBP , 20% Bloomberg Global High Yield TR USD , 30% MSCI ACWI NR USD | Morningstar UK Mod Caut Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Aviva Investors Multi-Asset Income Fund 2 GBP Acc | 30/09/2024 |
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