Aviva Investors Multi-Strategy Target Return Fund 2 GBP Acc
Category Macro Trading GBP
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
139.79p
0.32p (+0.23%)
Fund Code
NUMTA
BMJ6DT2
GB00BMJ6DT26
Prices updated as at 17 Feb 2025
Prices in GBX
Investment objective
To deliver a positive return over rolling three year periods regardless of the prevailing stock market environment. The Fund aims to generate a positive return, on average 5% per annum above the Bank of England Base Rate before the deduction of charges, over rolling three year periods. In seeking to target this level of return the Fund also aims to manage volatility to a target of less than half the volatility of global equities, measured over the same rolling three year periods. The Fund invests across a broad range of global asset classes (including emerging markets) that may include shares of companies, bonds (both corporate and government), cash, commodities, indirect property, and currencies. Other funds (including funds managed by Aviva Investors companies) may also be used to gain exposure to these asset classes. The Fund will make significant use of derivative instruments for investment purposes including: futures, options, swaps, swaptions and forwards.
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
- Fidelity insight
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
Aviva Investors UK Fund Services Limited
Fund launch date
01 Jul 2014
Domicile
United Kingdom
UCITS
Yes
Lead manager
Peter Fitzgerald
Lead manager start date
01 Jul 2014
Lead fund manager biography
Peter leads our global Multi-asset & Macro investment team and is responsible for the team’s strategic direction. Additionally, he is a portfolio manager of the AIMS Target Return fund. Peter is also chair of the Asset Allocation Committee. 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.Peter holds a postgraduate diploma in Education from Trinity College Dublin and a degree in European studies from the University of Cork. He is also a CFA® charterholder.
Fund manager
Ian Pizer
Manager start date
06 May 2021
Fund manager biography
Ian is head of Multi-strategy funds, responsible for leading our Multi-strategy investment team and co-managing the AIMS Target Return fund. Ian has a longstanding association with the AIMS franchise and played a key role in its growth after joining Aviva Investors in 2014, particularly as portfolio manager on AIMS Target Return and in developing the House View as head of investment strategy.
Head office
80 Fenchurch Street
London
United Kingdom
EC3M 4AE
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