Team Resources Views

Our approach

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.

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AIMS Target Return Fund Q2 2019 – video webinar 

Register to watch the latest interactive, video webinar and see the full interview between Andy Ford and Mark Robertson. Highlights include:

  • process enhancements the AIMS team have applied, aiming to improve performance  
  • key themes we see driving markets in the period ahead
  • strategies that have protected the portfolio in turbulent markets conditions year to date
  • a live audience Q&A from our investors. 
Watch on-demand

Benefits

Multi-strategy investing that harnesses economic analysis, investment insight and robust portfolio construction.

Defined objective

Assists in planning financial goals by offering a targeted outcome.

Limited drawdowns

The fund is structured to be more resilient to sharp falls in asset markets.

Low volatility

Aims for volatility that is less than half that of global equities over any three-year period.

Diversifier

Offers a source of diversified returns in a balanced portfolio.

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. Investors may not get back the original amount invested.

Derivatives risk

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

Illiquid securities risk

Certain assets held in the fund could, by nature, be hard to value or to sell at a desired time or at a price considered to be fair (especially in large quantities), and as a result their prices could be very volatile.

Multi-strategy team

Peter Fitzgerald

Chief Investment Officer, Multi-asset & Macro and Portfolio Manager, AIMS Target Return and Target Income Funds

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Mark Robertson

Head of Multi-Strategy and Portfolio Manager, AIMS Target Return, Target Income and Fixed Income Funds

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James McAlevey

Head of Rates and Portfolio Manager, AIMS Fixed Income and Target Return Funds

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Explore all funds

Access key fund documentation and performance reports.

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For further information, please contact our investment sales team.

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Multi-asset & multi-strategy views

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