Drawing on our global investment expertise, the AIMS Fixed Income Fund targets a three per cent per annum gross return over cash* over rolling three-year periods, with volatility that is lower than global fixed income. The fund adopts an unconstrained approach, investing in a diversified portfolio of 25-35 strategies drawn from across the global fixed income universe.
Three strategy groups are combined to help us meet objectives: market strategies that harness the risk premia of traditional fixed income asset classes; opportunistic strategies that profit from market mis-pricing; and risk-reducing strategies that aim to preserve capital in times of market stress.
*represented by the prevailing central bank rate of the share class currency.
Unconstrained, diversified and focused on capital preservation
A diverse and well-researched blend of fixed income strategies that aims to deliver consistent risk-adjusted returns for investors.
For further information on the risks and risk profiles of our funds, please refer to the relevant fund documents.
The value of an investment and any income from it can go down as well as up. Investors may not get back the original amount invested.
AIMS Fixed Income team
Head of Rates and Portfolio Manager, AIMS Fixed Income and Target Return Funds
Head of Multi-Strategy and Portfolio Manager, AIMS Target Return, Target Income and Fixed Income Funds
Senior Portfolio Manager, AIMS Fixed Income
Senior Portfolio Manager, AIMS Fixed Income
Need more information?
For further information, please contact our investment sales team.
Read more about the fund
PDF 7.9 MB 84 pages
AIMS Fixed Income Fund PDS (Including initial application form)
PDF 369.6 KB 2 pages
AIMS Fixed Income Fund Additional Investments Application Form
PDF 90.9 KB 2 pages
AIMS Fixed Income Fund Redemption Form
PDF 1.3 MB 86 pages
Aviva Investors Prospectus (Underlying Fund)
PDF 192.2 KB 1 page
2018 Non-Trading Days
PDF 353.6 KB 1 page
2019 Non-Trading Days
PDF 87.2 KB 1 page
2020 Non-Trading Days
PDF 22.2 KB 1 page
PDS Update March 2020 - Management costs and key personnel change
PDF 228.0 KB 3 pages
AIMS Fixed Income Fund - RG240 Statement as at 30th June 2019
PDF 609.6 KB 29 pages
2019 Financial Statement
PDF 21.9 KB 1 page
PDS Update October 2019 - Key Management Changes
PDF 90.9 KB 1 page
PDS Update October 2018 – Enquires and Complaints
PDF 164.6 KB 2 pages
PDS Update - Key Management Changes
Fixed income views
Health first: Finding resilience in pharmaceuticals
2 Jul. 2020
COVID-19 has led to a new appreciation of the importance of healthcare in ensuring all members of society thrive. So where should investors be looking to find resilience in an industry facing enormous change?
What do rising US-China tensions mean for global markets?
24 Jun. 2020
In the latest instalment of our editorial series, Link, Aviva Investors experts discuss the prospects for financial markets and the world economy in the face of escalating hostilities between the US and China.
Defined Benefit pensions de-risking: A covenant and investment view
23 Jun. 2020
In the midst of the COVID-19 shock, Felix Mantz from Lincoln Pensions and Joachim Sudre from Aviva Investors explore how defined benefit pension schemes should plan their journey towards an end game and adopt a more holistic approach to risk.
COVID-19: Will credit markets remain open for business?
1 May 2020
While concerns around credit market liquidity have been rising since the global financial crisis, the COVID-19 sell-off has highlighted how fragile liquidity can be during periods of real stress. Colin Purdie discusses the short- and long-term implications for investment grade and high yield credit globally.
The impact of COVID-19 on global high yield
20 Apr. 2020
As an increasing number of companies battle the economic consequences of COVID-19, their ability to service bond payments is coming under intense scrutiny. In this Q&A, Sunita Kara considers whether current high-yield valuations adequately compensate investors for default risk and looks at the broader implications of the pandemic.
Re-enter the dragon: What China’s recovery from COVID-19 means for emerging markets
7 Apr. 2020
As China gradually emerges from lockdown, emerging market debt and equity investors are trying to gauge the impact of the coronavirus pandemic on its economy – and the knock-on effects for other emerging markets.
COVID-19 and a brief history of emerging market debt drawdowns
2 Apr. 2020
The scale and speed of COVID-19’s impact on global financial markets has caused emerging market debt returns to decline at a pace not seen since the global financial crisis. However, history suggests the recovery of the asset class may also turn out to be quick.
The impact of COVID-19 on private debt
30 Mar. 2020
As COVID-19 sweeps across the world, a contraction in global growth is causing an adverse short-term reaction to the economy and financial markets. While the extent of contagion from public markets to private debt remains unclear, transactions with strong downside protection should remain more resilient through the crisis, explains Nikhil Chandra.
Are investors too complacent about the coronavirus?
21 Feb. 2020
In the latest of our editorial series, Link, AIQ brings members of Aviva Investors’ investment strategy, equity and debt teams together to discuss the prospects for financial markets and the world economy in the face of the coronavirus epidemic.
Broadening global investment-grade horizons
20 Feb. 2020
UK investors considering whether to allocate to global investment-grade credit may discover the broader diversification benefits can significantly improve a portfolio’s overall risk dynamics.
Multi-asset allocation views: The pros and cons of higher-yielding fixed income
16 Jan. 2020
Sunil Krishnan asks whether higher-yielding fixed income assets remain good diversifiers for multi-asset portfolios in the current environment.
Reform: A route to resilience in emerging markets?
13 Jan. 2020
Following a series of IMF meetings in Washington, D.C., Carmen Altenkirch and Dariusz Kedziora discuss their views on how reform prospects may shape emerging market debt.
Climate risk for insurers
12 Dec. 2019
Climate risk has become a critical business issue, but a recent consultation by the European Insurance and Occupational Pensions Authority highlights confusion on how to assess it.
Global high yield in a sub-zero world
24 Sep. 2019
In the strongest signal yet that central bank policies are upending the investment playbook, sub-zero conditions are extending to the high yield market for the first time. Sunita Kara, looks at the implications for investors.
Three steps to improve the green bond market
11 Sep. 2019
Green bonds can be a powerful tool for attracting investment in environmental projects, but reforms are needed to promote further growth of the market, argues Colin Purdie.
Lagarde as ECB chief – independent but integrated?
22 Aug. 2019
Christine Lagarde has been nominated to head the European Central Bank at a difficult time for monetary policy given growing fears of a recession in the euro zone. Despite much debate on her credentials, Stewart Robertson argues she is the right candidate for the job.
The OECD Common Reporting Standard for Automatic Exchange of Financial Account Information (CRS) will require certain financial institutions to report information regarding certain accounts to their local tax authority and follow related due diligence procedures. Both the Underlying Fund and the Australian feeder Fund (the 'Australian Fund') are expected to be 'Financial Institutions' under the CRS and the Australian Fund intends to comply with its CRS obligations by obtaining and reporting information on relevant accounts, which will include unit holdings in the Australian Fund, to the Australian Tax Office (ATO). In order for the Underlying Fund and the Fund to comply with their respective obligations, we will request that you provide certain information and certifications to us necessary for compliance with the CRS. We will determine whether either or both of the Underlying Fund and the Australian Fund are required to report your details to the ATO or other taxation authorities based on our assessment of the relevant information received. Information provided to the ATO may be provided to other jurisdictions that have signed the “CRS Competent Authority Agreement”, the multilateral framework agreement that provides the mechanism to facilitate the automatic exchange of information in accordance with the CRS. The Australian Government has enacted legislation amending, among other things, the Taxation Administration Act 1953 of Australia to give effect to the CRS. The CRS will apply to the Underlying Funds with effect from 1 July 2017.