Aviva Investors - Multi-Strategy Target Return Fund Ry EUR AccRegistreer u om de ratings zichtbaar te maken |
Hoe heeft dit fonds gepresteerd? | 30-04-2024 |
Ontwikkeling van EUR 1000 (EUR) | Uitgebreide Grafiek |
Fonds | 2,5 | 1,2 | 4,0 | 4,9 | 3,3 | |
+/-Cat | 5,0 | -1,9 | 6,4 | 1,1 | 2,6 | |
+/-Idx | -1,2 | -1,3 | 17,0 | -2,2 | 3,3 | |
Categorie: Alternative Macro Wereldwijd EUR | ||||||
Categorie Benchmark: Morningstar EU Cau Gbl Tgt ... |
Kerngegevens | ||
Koers 16-05-2024 | EUR 11,74 | |
Rendement 1 Dag | 0,17% | |
Morningstar Categorie™ | Alternative Macro Wereldwijd EUR | |
Vestigingsland | Luxemburg | |
ISIN | LU1253880865 | |
Grootte Fonds (Mil) 16-05-2024 | EUR 716,72 | |
Grootte Fondsklasse (Mil) 16-05-2024 | EUR 1,41 | |
Aankoopkosten (Max) | - | |
Lopende Kosten Factor 19-03-2024 | 0,90% |
Beleggingsdoelstelling: Aviva Investors - Multi-Strategy Target Return Fund Ry EUR Acc |
To target a 5% per annum gross return above the European Central Bank base rate (or equivalent) over a 3-year rolling period, regardless of market conditions (absolute return). In seeking to target this level of return the Sub-Fund also aims to manage volatility to a target of less than half the volatility of global equities measured over the same 3-year rolling period. |
Returns | |||||||||||||
|
Management | ||
Naam manager Aanvangsdatum | ||
Peter Fitzgerald 01-07-2014 | ||
Ian Pizer 06-05-2021 | ||
Oprichtingsdatum 01-07-2015 |
Advertentie |
Categorie Benchmark | |
Benchmark van het fonds | Benchmark Morningstar |
European Central Bank Base Rate + 5% | Morningstar EU Cau Gbl Tgt Alloc NR EUR |
Target Market | ||||||||||||||||||||
|
Waar belegt het fonds in? Aviva Investors - Multi-Strategy Target Return Fund Ry EUR Acc | 30-04-2024 |
| ||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||
|