A range of global multi-asset funds with a focus on active investment

MAF Plus fund range

Growth assets include equity but also riskier forms of fixed income.
Defensive assets include sovereign debt, investment grade credit and cash.
Uncorrelated assets include absolute return strategies.

Multi-asset Plus Fund I

The Fund is managed to a “defensive” risk profile. It targets 20% equity market risk* aiming to remain within a defined risk range of 12% to 28%.

Multi-asset Plus Fund II

The Fund is managed to a “cautious” risk profile. It targets 45% equity market risk* aiming to remain within a defined risk range of 37% to 53%.

Multi-asset Plus Fund III

The Fund is managed to a “moderately cautious” risk profile. It targets 60% equity market risk* aiming to remain within a defined risk range of 52% to 68%.

Multi-asset Plus Fund IV

The Fund is managed to a “balanced” risk profile. It targets 75% equity market risk* aiming to remain within a defined risk range of 67% to 83%.

Multi-asset Plus Fund V

The Fund is managed to an “adventurous” risk profile. It targets 100% equity market risk* aiming to remain within a defined risk range of 92% to 108%.

* The funds target a percentage of overall equity market volatility as measured by MSCI® All Country World Index.

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Multi-asset Plus Key Features

The Aviva Investors multi-asset funds aim to give you a simple way to grow your savings. They invest globally in a selection of asset classes, including equities and bonds, allowing you to access a variety of different investments – all in one place. They are medium to long-term investments, so you should be prepared to invest for five years or more. Multi-asset Plus is accessible via a range of different pension, investment and savings products. With Multi-asset Plus you get three key features:

Multi-asset expertise

Multi-asset Plus consists of a broad range of global growth, defensive and uncorrelated assets. The funds utilise in house strategic and tactical asset allocations to drive returns. We have been trusted to manage multi-asset solutions for more than 40 years and manage over £90 billion in multi-asset solutions today.

Product features
In-house built strategic asset allocation
Tactical (active) asset allocation
Use of alternative asset classes

ESG integrated

The funds seek to take ESG factors into account when choosing investments (though this is not binding on the investment manager’s decision). In addition, the funds allocate to some strategies with specific sustainable transition themes. Aviva Investors’ baseline exclusion and engagement policies are also applied to the range.

Product features
Baseline exclusion policy
ESG Integrated active building blocks1
Active ownership

Great value

We aim to give clients great performance at a competitive cost, with Multi-asset Plus priced at a capped OCF of 0.60%. We offer transparency on our performance through stated fund benchmarks and outline an alpha expectation with an outperformance objective. The funds map to key market risk profiling tools as outlined below.

Product features
Risk profiled
Performance benchmarks
Competitive fees (0.60% Capped OCF)

  1. ESG Integrated: Environmental Social and Governance integration is the consideration of financially material ESG factors through investment analysis and decision making . This is not binding on the investment manager’s decision.

Multi-asset Plus Objectives

  PLUS I PLUS II PLUS III PLUS IV PLUS V
Performance Benchmarks 20% Global equity
80% Global bonds
45% Global equity
55% Global bonds
60% Global equity
40% Global bonds
75% Global equity
25% Global bonds
100% Global equity
0% Global bonds
Target Equity Volatility

20%

45%

60%

75%

100%

Outperformance Objective  +1.30% +1.30% +1.30% +1.30% +1.30%
Fixed Fund OCF 0.60% 0.60% 0.60% 0.60% 0.60%

Global equity = MSCI® All Countries World Index (Net)
Global bonds = Bloomberg Barclays® Global Aggregate Bond Index Hedged GBP

Risk ratings that funds map to

  PLUS I PLUS II PLUS III PLUS IV PLUS V
Defaqto 2 4 5 6 9
Dynamic Planner

3

4

5

6

8

EValue 4 6 7 9 10
Synaptic 2.4 3.4 3.8 4.4 5.3
FinaMetrica 19-44 45-57 58-67 68-78 79-100
Risk agency logos

Where to invest in Aviva Investors Multi-asset fund ranges

Key risks

For further information on the risks and risk profiles of our funds, please refer to the relevant KIID and Prospectus.

Investment risk

The value of an investment and any income from it can go down as well as up and can fluctuate in response to changes in currency and exchange rates. Investors may not get back the original amount invested.

Emerging markets risk

The funds invest in emerging markets; these markets may be volatile and carry higher risk than developed markets.

Derivatives risk

The funds use derivatives; these can be complex and highly volatile. Derivatives may not perform as expected, which means the funds may suffer significant losses.

Explore our multi-asset fund ranges

Aviva Investors MAF Core: Multi-asset fund range

A simple multi-asset investing solution that invests in Growth and Defensive assets. The asset mix for each MAF Core fund is reviewed by the investment team on a quarterly basis.

Find out more

Multi-asset views