Our approach
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 rolling three-year periods (gross of fees), with less than half the volatility of global equities.
It seeks to deliver returns less correlated to other asset classes, acting as a diversifier within investors’ broader portfolios through its unconstrained absolute approach.
Potential benefits
Multi-strategy investing draws on economic analysis, investment insight and robust portfolio construction.
Inflation and the correlation conundrum
The new macro environment poses significant challenges for investors. Our AIMS Target Return team explain why a less conventional approach can help unlock return opportunities and maintain portfolio resilience.
Integrating ESG in multi-strategy portfolios
Multi-strategy portfolios have come a long way in embedding ESG into the investment process, but there are gaps to fill, as Jennie Byun explains.
Aviva Investors Multi-Strategy Target Return: Fund in brief - OEIC
Fund in brief: A guide for Investment professionals.
Aviva Investors Multi-Strategy Target Return: Fund in brief - SICAV
Fund in brief: A guide for investment professionals.
Key risks
For further information on the risks and risk profiles of our funds, please refer to the relevant KIID and Prospectus.
Multi-strategy team
Peter Fitzgerald
Chief Investment Officer, Multi-asset & Macro
Ian Pizer
Head of Multi-Strategy Funds and Portfolio Manager, AIMS Target Return
Need more information?
For further information, please contact our investment sales team.
Multi-asset & multi-strategy views
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Bond investing: Five things to know about fixed income
15 Sep 2023
In this article, we explain key concepts of bond investing, such as yield and duration, explore the role of bonds in investment portfolios and look at the current state of the bond markets.
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The cash conundrum: Five things to know about cash, saving and investing
14 Sep 2023
In this article, we explore the logic behind holding assets in cash, the difference between saving and investment, and why a longer-term focus may help investors achieve their objectives.
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The big dig: How mining could power a greener future
12 Sep 2023
Clean energy technologies are set to drive growth in demand for critical minerals over the next two decades, throwing up a rich seam of investment opportunities – and challenges.
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What does the data say? Five charts for multi-asset investors
9 Aug 2023
We take a visual approach to explain what’s happening with UK inflation, web traffic for ChatGPT and Threads, and the slower-than-expected recovery of China’s economy.
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Multi-asset allocation views: A silver lining for gilts
4 Aug 2023
UK gilts have underperformed other government bonds over the last year. Sunil Krishnan explains why the worst may be over.
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Multi-asset allocation views: An emerging direction
29 Jun 2023
With economies getting stronger and interest rates nearing their peak, the environment looks supportive for equity and bond markets, but emerging markets face challenges. Sunil Krishnan assesses the implications for multi-asset investors.
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What does the data say? Three charts for multi-asset investors
19 Jun 2023
We take a visual approach to explain what’s happening with the US debt ceiling, LVMH and gold.
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Multi-asset allocation views: Perfect storm or storm in a teacup?
23 May 2023
Recent concerns over the banking sector seem to have eased, but have raised uncertainties around the availability of credit and the path of interest rates. Sunil Krishnan assesses the consequences for multi-asset investors.
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Getting a taste for fiscal intervention, but at what cost?
19 May 2023
Fiscal intervention is, again, a vital part of the government policy toolkit, supporting plans to boost domestic industries and fight climate change. But while well-intended, such measures will add to already elevated debt levels, with significant implications for investors, as Michael Grady explains.
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Forget what you think you know: Staying humble in a world of rising risk
16 May 2023
In a world where potential pitfalls loom around every corner, Peter Fitzgerald and Ian Pizer explain why investors need to look beyond what financial models are telling them to keep portfolios resilient to the challenges ahead.
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What does the data say? Five charts on financial fragilities
14 Apr 2023
We take a visual approach to explain what’s happening with banks.
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Boom! Shake the gloom? Does China’s reopening mark a new beginning?
29 Mar 2023
China looks set for a rapid economic rebound in the first quarter after finally abandoning its zero-COVID policy. But will the recovery prove temporary as longer-term dynamics reassert themselves?
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Integrating ESG in multi-strategy portfolios
23 Mar 2023
Multi-strategy portfolios have come a long way in embedding ESG into the investment process, but there are gaps to fill, as Jennie Byun explains.
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Access all areas: Multi-asset investing in real assets
20 Mar 2023
Zoe Austin makes the case for a multi-asset investment approach in real assets.
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Multi-asset allocation views: Investing in the age of the polycrisis
9 Mar 2023
The interlinked nature of multiple global events – known as the polycrisis – can create challenges and opportunities for investors. Sunil Krishnan explores the potential winners, losers and areas of change.
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What does the data say? Three charts multi-asset investors should know about
6 Mar 2023
We take a visual approach to explain what’s happening with bonds, equities and oil.
