The AIMS Target Return Fund is a multi-strategy portfolio targeting 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.
Chief Investment Officer, Multi-asset & Macro and Portfolio Manager, AIMS Target Return and Target Income Funds
Head of Multi-Strategy and Portfolio Manager, AIMS Target Return, Target Income and Fixed Income Funds
Head of Rates and Portfolio Manager, AIMS Fixed Income and Target Return Funds
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Read more about the fund
Factsheets and highlights
PDF 190.9 KB 4 pages
06 2019 AIMS Target Return factsheet
PDF 190.3 KB 4 pages
05 2019 AIMS Target Return factsheet
PDF 248.7 KB 4 pages
04 2019 AIMS Target Return factsheet
PDF 195.6 KB 4 pages
03 2019 AIMS Target Return factsheet
PDF 195.2 KB 4 pages
02 2019 AIMS Target Return factsheet
PDF 329.9 KB 4 pages
01 2019 AIMS Target Return factsheet
PDF 322.1 KB 4 pages
12 2018 AIMS Target Return factsheet
PDF 192.0 KB 4 pages
11 2018 AIMS Target Return factsheet
PDF 252.2 KB 4 pages
10 2018 AIMS Target Return factsheet
PDF 214.7 KB 4 pages
09 2018 AIMS Target Return factsheet
PDF 191.3 KB 4 pages
08 2018 AIMS Target Return factsheet
PDF 191.7 KB 4 pages
07 2018 AIMS Target Return factsheet
PDF 262.2 KB 4 pages
06 2018 AIMS Target Return factsheet
PDF 186.1 KB 4 pages
05 2018 AIMS Target Return factsheet
PDF 350.1 KB 1 page
PDS Update October 2018 - Key Management Change
PDF 90.3 KB 1 page
PDS Update October 2018 - Enquires and Complaints
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 2.6 MB 30 pages
2018 Financial Statement
PDF 7.3 MB 78 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 208.4 KB 2 pages
AIMS Target Return Redemption Form
PDF 824.2 KB 69 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
Common Reporting Standard and FATCA Disclosure Documents
Explore our multi-asset & multi-strategy range
Aviva Investors Multi-Strategy (AIMS) Target Income
Designed to deliver absolute income by targeting consistent, sustainable income while also seeking to preserve capital.
Aviva Investors Multi-Strategy (AIMS) Fixed Income
An outcome-oriented fixed income strategy with a focus on diversified sources of return and downside protection.
Multi-asset & multi-strategy views
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.