Aviva Investors Multi-Manager 20-60% Shares Fund 2 GBP Acc

Category GBP Allocation 40-60% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

168.88p

arrow-down-0.29p (-0.17%)

Fund Code

NUMSA

B1N94W0

GB00B1N94W01

Prices updated as at 14 Jan 2025

Prices in GBX

Investment objective

The Fund aims to grow investors investment and provide an average annual net return greater than the Investment Association Mixed Investment 20-60% Shares Sector (the “Sector”) over a rolling 5 year period through a combination of income and capital returns by investing in other funds (including funds managed by Aviva Investors companies). At least 80% of the Fund will be invested in other funds, which in turn invest in a range of global asset classes (including emerging markets). The Fund’s asset class exposures will be made up of the combined holdings of the other funds, of which between 20% and 60% of the combined holdings will be invested in the shares of companies, and a minimum of 30% in bonds and cash.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

Aviva Investors UK Fund Services Limited

Fund launch date

24 Apr 2007

Domicile

United Kingdom

UCITS

Yes

Fund manager

Sunil Krishnan

Manager start date

22 Dec 2021

Fund manager biography

Sunil heads the team which manages long-only multi-asset funds and mandates. He is also a member of the Multi-Assets leadership group and a contributor to the AIMS investment process. Prior to joining Aviva Investors, Sunil was a Senior Multi-Asset Portfolio Manager at Santander Asset Management, having been Head of Global Asset Allocation at Hermes Investment Management and Head of Market Strategy at the British Telecom Pension Scheme. He also spent 10 years at BlackRock Investment Management in a number of roles including portfolio management, research and strategy. He holds an MSc in Economics from Birkbeck College, University of London and an MA in Philosophy, Politics and Economics from Balliol College, University of Oxford. He is also a CFA® Charterholder.

Fund manager

Baylee Wakefield

Manager start date

01 Aug 2024

Fund manager biography

Baylee is a Portfolio Manager in the Multi-Asset Funds team. She is also a member of the Asset Allocation Committee. Baylee joined Aviva Investors as an Analyst in the Multi-Asset Funds team before moving into the portfolio management role. Baylee holds an MPhil in Genomic Medicine from the University of Cambridge and a BSc (Hons) in Biomedical Science from St George's Hospital Medical School (University of London). She is also a CFA® Charterholder.

Head office

80 Fenchurch Street

London

United Kingdom

EC3M 4AE

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