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Aviva Investors Multi-Mgr 20-60% 1 £Inc (F000000C0S.L)

YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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80.00-1.00 (-1.23%)
At close: 06:07PM EDT

Aviva Investors Multi-Mgr 20-60% 1 £Inc

St Helen's, 1 Undershaft

Management information
Peter Fitzgerald,Lead manager since 31 July 2011
Peter Fitzgerald, CFA. Mr. Fitzgerald is Portfolio Manager at AIA (since 2011). He is also Head of Multi-assets at AIA and heads the multi-asset investment team overseeing fund managers, strategists and researchers. Mr. Fitzgerald is responsible for AIA’s return-targeted multi-fund range and co-manages a number of risk-targeted, unit-linked and pension portfolios. He began his career at Old Mutual in 1995 before joining BNP Wealth Management’s multi-asset team (2009 to 2011).
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryGBP Moderate Allocation
Fund familyAviva Investors UK Fund Services Limited
Net assets26.5M
YTD return4.95%
Yield0.07%
Morningstar rating★★★
Inception date23 Apr 2007

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnover134.14%
Average for categoryN/A

Fees and expenses

ExpenseF000000C0S.LCategory average
Annual report expense ratio (net)0.00%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales load0.00%N/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A