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Lower to Medium risk fund
Take the time to understand more about what this fund invests in, performance and charges.
Remember, the value of investments can go down as well as up and you could get back less than you paid in.
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Key fund information
The Aviva Investors Multi-asset Plus Funds invest in a range of asset classes across different regions. This fund is actively managed by experts at Aviva Investors.
- Fund manager
- Aviva Investors
- Fund name
- Aviva Investors UK Funds Multi-asset Plus Fund II Class 9 Accumulation
- Aim of fund
- To maximise growth by using a blend of active and passive investments within the fund's level of risk
Charges
These are the charges you'll pay relating to this fund:
- Fund Manager Charge
- 0.33% (or £3.30 per £1000 invested)
- Aviva Charge
- 0.35% (or £3.50 per £1000 invested)
- Total charges
- 0.68% (or £6.80 per £1000 invested)
The Aviva Charge only applies to the first £500,000 you invest. Charges aren't applied to cash held in investment products.
Fund performance
Please bear in mind, past performance isn't an indicator of future performance.
Discrete performance
This shows how the fund has performed, taking each year in isolation
09/10/24 - 09/10/25 | 09/10/23 - 09/10/24 | 09/10/22 - 09/10/23 | 09/10/21 - 09/10/22 | 09/10/20 - 09/10/21 |
---|---|---|---|---|
9.99% | 16.15% | 2.53% | -6.97% | 8.33% |
Cumulative performance chart
This shows how the fund has performed over time
All fund data is provided by Broadridge, with the exception of price and performance data, which is provided by FE. Performance is calculated assuming that any net income paid out by the fund is reinvested back into the fund, and is after any ongoing fund charges and fees have been deducted. The Aviva Charge would reduce the amount received.
Summary - what you need to know
By choosing this fund you will:
- typically, be invested in a mix of shares, fixed interest/bonds and property
- understand that while responsible investing factors may be considered when choosing investments for these funds, they're not the key criteria in determining which investments are selected
- be prepared to take an increased level of investment risk than a fund in the lower risk category in order to increase the chances of achieving a positive return
- understand that investments in the risk category limit both potential losses and returns
- be prepared to see fluctuations in the value of your investments.
Fund documents
These documents give you a more detailed explanation of the fund's aim and specific investment risks than the information on this page.
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Key Investor Information Document
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Fund Factsheet
You can also learn more about this fund, including in-depth performance information and fund manager details.
Charges
Fund Manager Charge
- This is what the fund management company charges to cover the costs and expenses of managing the fund
- It appears as an Ongoing Charge Figure (OCF) on your statement.
- This charge is incorporated into the price of the fund rather than being taken out of your account.
Aviva Charge
- This is what we charge each year for administering your account. We calculate it based on the value of your investment.
- It's calculated daily and taken from your cash account monthly.