The AIMS Target Return Fund is a multi-strategy portfolio that targets an annual return of cash plus five per cent per annum above the Central Bank base rate over a rolling three-year period (gross of fees), with less than half the volatility of global equities.
It seeks to deliver returns that are uncorrelated to other asset classes, acting as a diversifier within investors’ broader portfolios and providing some protection against the impact of equity market volatility.
Multi-strategy investing that harnesses economic analysis, investment insight and robust portfolio construction.
For further information on the risks and risk profiles of our funds, please refer to the relevant fund documents.
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Read more about the fund
- PDF 262.7 KB 4 pages
AIMS Target Return Fund - RG240 Statement as at 30 June 2021
- PDF 151.3 KB 2 pages
PDS Update October 2021 - Enquiries and Complaints
- PDF 124.6 KB 2 pages
PDS Update May 2021 - Fund Updates
- PDF 101.1 KB 1 page
PDS Update May 2021 – Key personnel change
- PDF 94.6 KB 1 page
PDS Update March 2021 - Management Costs
- PDF 100.3 KB 1 page
PDS Update March 2021 - Fund Updates
- PDF 106.9 KB 2 pages
PDS Update January 2021 - Key Management Change
- PDF 93.7 KB 1 page
PDS Update November 2020 - Change to Key Service Provider
- PDF 288.6 KB 4 pages
AIMS Target Return Fund - RG240 Statement as at 30 June 2020
- PDF 336.2 KB 29 pages
2020 Financial Statement
- PDF 21.5 KB 1 page
PDS Update March 2020 - Management costs and key personnel change
- PDF 229.5 KB 3 pages
AIMS Target Return Fund - RG240 Statement as at 30th June 2019
- PDF 612.9 KB 29 pages
2019 Financial Statement
- PDF 21.8 KB 1 page
PDS Update October 2019 - Key Management Change
- PDF 175.6 KB 3 pages
PDS Update September 2018 - Key Management Changes
- PDF 382.0 KB 3 pages
AIMS Target Return Fund - RG240 Statement as at 30th June 2018
- PDF 350.1 KB 1 page
PDS Update October 2018 - Key Management Change
- PDF 2.6 MB 30 pages
2018 Financial Statement
- PDF 90.3 KB 1 page
PDS Update October 2018 - Enquires and Complaints
- PDF 85.1 KB 7 pages
Target Market Determination - AIMS Target Return Fund
- PDF 7.4 MB 80 pages
AIMS Target Return Fund PDS (Including initial application form)
- PDF 357.1 KB 2 pages
AIMS Target Return Fund Additional Investments Application Form
- PDF 118.0 KB 2 pages
AIMS Target Return Redemption Form
- PDF 1.4 MB 102 pages
Aviva Investors Prospectus (Underlying Fund)
- PDF 110.7 KB 1 page
2021 Non-Trading Days
- PDF 87.2 KB 1 page
2020 Non-Trading Days
- PDF 353.6 KB 1 page
2019 Non-Trading Days
- PDF 192.2 KB 1 page
2018 Non-Trading Days
Explore our multi-asset & multi-strategy range
Multi-asset & multi-strategy views
Multi-asset allocation views: How durable is ‘transitory’ inflation?
22 Nov. 2021
As central banks continue to stretch what ‘transitory’ inflation means, Sunil Krishnan explores how price pressures are changing and the implications for multi-asset portfolios.
The long decline: Why trend economic growth is set to go on falling
12 Nov. 2021
Trend rates of economic growth, which have been on the decline for decades in the world’s leading economies, look set to fall further. That will have big implications for governments, companies, households and investors, argues Stewart Robertson.
Multi-asset allocation views: Emerging themes for portfolio diversification
22 Sep. 2021
Diversification is a core tenet of multi-asset investing. Sunil Krishnan explores thematic ideas that may help diversify portfolios in the current market environment.
No more command and control: To deliver for clients, asset managers need to be agile
12 Aug. 2021
Asset managers need to dismantle hierarchies and promote diversity of thought if they are to future-proof their businesses. They can learn valuable lessons from tech companies, military leaders and even ancient philosophers, writes Apiramy Jeyarajah.
Multi-asset allocation views: Moving short on duration
16 Jul. 2021
A strong economic recovery and continued reflationary bias from the Federal Reserve could push long-dated yields higher on US Treasuries, says Sunil Krishnan.
The rise of retail investors
17 Jun. 2021
Individual investors have long been derided for buying and selling investments at the worst possible moment. But recent events suggest this characterisation is outdated.
For richer, for poorer? Post-COVID economic fortunes likely to diverge
15 Jun. 2021
The global economy looks to be recovering from the COVID-19 outbreak faster than once seemed likely. However, a big divergence in prospects is emerging between richer and poorer nations.
A tale of two hemispheres: Economic recovery from COVID-19
26 May 2021
While much of the developed world appears to be on the road to recovery, aided by the rapid roll-out of vaccines, the outlook for many poorer countries is far less favourable, says Ian Pizer.
Multi-asset allocation views: Equities on a style merry-go-round
18 May 2021
Although economic growth, operating leverage and valuations support equities, it is too early to tell whether value stocks are finally set to make a comeback, says Sunil Krishnan.
Income: A dangerous love affair
11 May 2021
Beauty is only skin deep, as the saying goes. Francois de Bruin explains what this piece of wisdom means for yield-hungry income investors.
David takes on Goliath: Retail investors show they are a force to be reckoned with
28 Apr. 2021
Recent events have shown the increasing influence of retail investors, although long-term financial success will continue to depend on making the right fundamental calls, argues Peter Fitzgerald.
Multi-asset allocation views: Loose policy doesn’t rule out a steeper curve
15 Apr. 2021
While inflation is expected to rise after last year’s lows, it will likely be transitory. Sunil Krishnan explores what this means for the economy, yield curves and equity markets.
Lean on me: How can bond investors influence government climate action?
25 Mar. 2021
As deficits skyrocket, bond investors have an opportunity to engage with governments to try to ensure they tackle climate change, argues Thomas Dillon.
Lean on me: How can bond investors influence government climate action?
25 Mar. 2021
The coronavirus epidemic has further accelerated the rise of ESG into the investment mainstream. As deficits skyrocket, bond investors have an opportunity to engage with governments on climate change, argues Thomas Dillon.
Why it is getting harder to assess value in financial markets
19 Mar. 2021
Massive intervention by central banks and governments in recent years has left investors struggling to value financial assets.
The new struggle for global supremacy could disrupt financial markets
17 Mar. 2021
China’s economic rise threatens US supremacy and the global economic and financial order built up since 1945.
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.