Aviva Investors Multi-asset Plus Fund III Class 1 GBP Acc
Category GBP Allocation 60-80% Equity
Last buy/sell price
212.29p
-0.01p (+0.00%)
Fund Code
B6X8K80
GB00B6X8K808
Prices updated as at 02 Apr 2025
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Prices in GBX
Investment objective
The Fund aims to grow investors investment over the long term (5 years or more) through a combination of income and capital growth. The Fund will invest in a variety of global asset classes, including shares of both developed and emerging market companies, bonds issued by companies, governments, or large institutional organisations in developed and emerging markets, cash and money market instruments, as well as alternative strategies such as absolute return, long and short positions, and asset backed securities. It will gain this exposure by investing directly in these assets and strategies, through the use of derivatives or investing in other funds (including funds managed by Aviva Investors companies).
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
Year | This fund | GBP Allocation 60-80% Equity |
---|---|---|
31 Mar 14 - 31 Mar 15 | 15.47 | 10.85 |
31 Mar 15 - 31 Mar 16 | -3.51 | -2.93 |
31 Mar 16 - 31 Mar 17 | 16.85 | 17.37 |
31 Mar 17 - 31 Mar 18 | 0.09 | 1.40 |
31 Mar 18 - 31 Mar 19 | 2.57 | 3.97 |
31 Mar 19 - 31 Mar 20 | -5.38 | -8.04 |
31 Mar 20 - 31 Mar 21 | 22.27 | 26.61 |
31 Mar 21 - 31 Mar 22 | 6.14 | 5.02 |
31 Mar 22 - 31 Mar 23 | -4.88 | -4.73 |
31 Mar 23 - 31 Mar 24 | 12.99 | 10.39 |
31 Mar 24 - 31 Mar 25 | 3.76 | 3.06 |
Trailing returns (%)
Year | This fund | GBP Allocation 60-80% Equity |
---|---|---|
1 Day | -0.00 | 0.03 |
1 Month | -3.36 | -3.09 |
3 Months | -2.34 | -1.31 |
6 Months | 0.74 | -0.13 |
1 Year | 5.00 | 3.34 |
3 Years annualised | 4.07 | 2.91 |
5 Years annualised | 8.03 | 8.05 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.