Aviva Investors Multi-Asset Income Fund 2 GBP Acc
Category GBP Allocation 20-40% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
267.72p
-0.30p (-0.11%)
Fund Code
NUDIA
BYZC2W4
GB00BYZC2W42
Prices updated as at 21 May 2025
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Prices in GBX
Investment objective
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. The Fund will invest at least 60% in bonds issued by companies, governments or supranational organisations globally (including in emerging markets). The Fund may invest in both investment grade and non-investment grade (high yield) bonds, with “investment grade” taken to mean bonds which have been independently rated with a credit rating of BBB-/Baa3 of above.
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 20-40% Equity |
---|---|---|
31 Mar 14 - 31 Mar 15 | - | - |
31 Mar 15 - 31 Mar 16 | - | - |
31 Mar 16 - 31 Mar 17 | - | - |
31 Mar 17 - 31 Mar 18 | 1.37 | 0.24 |
31 Mar 18 - 31 Mar 19 | 3.51 | 2.12 |
31 Mar 19 - 31 Mar 20 | -7.82 | -4.22 |
31 Mar 20 - 31 Mar 21 | 18.25 | 13.35 |
31 Mar 21 - 31 Mar 22 | -0.81 | 0.81 |
31 Mar 22 - 31 Mar 23 | -8.16 | -5.41 |
31 Mar 23 - 31 Mar 24 | 7.90 | 6.31 |
31 Mar 24 - 31 Mar 25 | 3.41 | 3.34 |
Trailing returns (%)
Year | This fund | GBP Allocation 20-40% Equity |
---|---|---|
1 Day | -0.10 | -0.10 |
1 Month | 2.95 | 2.71 |
3 Months | -0.69 | -0.71 |
6 Months | 1.99 | 1.27 |
1 Year | 3.29 | 3.67 |
3 Years annualised | 2.73 | 2.82 |
5 Years annualised | 2.93 | 2.58 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.