Aviva Investors Multi-asset Plus Fund IV Class 2 GBP Acc

Category GBP Allocation 60-80% Equity

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

Last buy/sell price

253.95p

arrow-down-0.07p (-0.03%)

Fund Code

AVMDA

B72W916

GB00B72W9168

Prices updated as at 01 Nov 2024

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.

Growth of 1,000 as of 05 Nov 2024, 14:11

10Y

Annual performance (%)

Year	This fund	GBP Allocation 60-80% Equity
30 Sep 13 - 30 Sep 14	10.16	6.31
30 Sep 14 - 30 Sep 15	-0.51	0.07
30 Sep 15 - 30 Sep 16	20.67	15.70
30 Sep 16 - 30 Sep 17	9.62	9.07
30 Sep 17 - 30 Sep 18	5.63	5.10
30 Sep 18 - 30 Sep 19	5.05	3.86
30 Sep 19 - 30 Sep 20	0.32	-0.10
30 Sep 20 - 30 Sep 21	17.22	16.49
30 Sep 21 - 30 Sep 22	-4.91	-10.24
30 Sep 22 - 30 Sep 23	4.63	5.13
30 Sep 23 - 30 Sep 24	17.47	14.19

Trailing returns (%)

Year	This fund	GBP Allocation 60-80% Equity
1 Day	-0.03	-0.23
1 Month	0.59	-0.55
3 Months	1.55	0.34
6 Months	6.59	4.23
1 Year	20.74	16.16
3 Years annualised	4.93	1.88
5 Years annualised	6.91	4.66

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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