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
264.01p
0.10p (+0.04%)
Fund Code
NUDIA
BYZC2W4
GB00BYZC2W42
Prices updated as at 03 Jan 2025
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 Dec 14 - 31 Dec 15 | - | - |
31 Dec 15 - 31 Dec 16 | - | - |
31 Dec 16 - 31 Dec 17 | 7.41 | 4.87 |
31 Dec 17 - 31 Dec 18 | -5.38 | -3.88 |
31 Dec 18 - 31 Dec 19 | 14.79 | 9.08 |
31 Dec 19 - 31 Dec 20 | 1.74 | 3.83 |
31 Dec 20 - 31 Dec 21 | 3.45 | 3.45 |
31 Dec 21 - 31 Dec 22 | -14.64 | -10.28 |
31 Dec 22 - 31 Dec 23 | 8.45 | 6.28 |
31 Dec 23 - 31 Dec 24 | 5.01 | 4.88 |
Trailing returns (%)
Year | This fund | GBP Allocation 20-40% Equity |
---|---|---|
1 Day | 0.19 | 0.14 |
1 Month | -0.68 | -1.00 |
3 Months | 0.13 | -0.31 |
6 Months | 3.24 | 2.67 |
1 Year | 5.68 | 5.07 |
3 Years annualised | -0.88 | -0.11 |
5 Years annualised | 0.42 | 1.42 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.