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Higher risk fund
The Aviva Investors Multi-asset Plus Fund V invests in a range of asset classes across different regions. This fund is actively managed by experts at Aviva Investors.
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
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Fund manager
Aviva Investors
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Fund name
Aviva Investors UK Funds Multi-asset Plus Fund V Class 9 Accumulation
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Fund launch date
01/11/2010
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Aim of fund
To maximise growth by using a blend of active and passive investments within the fund's level of risk.
Fund performance
Please bear in mind, past performance isn't an indicator of future performance.
Calendar year performance
This shows the fund's performance year by year, which is also known as discrete performance.
| 05/06/25 - 05/06/26 | 05/06/24 - 05/06/25 | 05/06/23 - 05/06/24 | 05/06/22 - 05/06/23 | 05/06/21 - 05/06/22 |
|---|---|---|---|---|
| 26.63% | 6.27% | 18.37% | 2.03% | 2.46% |
Cumulative performance
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.
Charges
When you invest in an Aviva Pension (SIPP), Stocks & Shares ISA and Investment Account you'll have charges to pay. These are the yearly 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 yearly charge
0.68%
(or £6.80 per £1000 invested)
Summary - what you need to know
By choosing this fund you will:
- typically, be invested predominantly in a wide range of shares with a small amount of fixed interest/bonds to provide some diversification
- 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 investing in higher risk assets for the potential higher growth, rather than lower risk assets which aim to limit losses
- be prepared to take a higher degree of risk with your investment than in the Medium to Higher Risk category in order to maximise potential returns
- accept that there is an increased likelihood of large fluctuations in the value of your investments on a frequent basis.
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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.
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.
Asset types
Growth assets aim to grow your money over time, like shares. They can go up a lot, but they can also go down.
Defensive assets, such as bonds, are generally more stable and less risky than company shares. They tend to grow more slowly, but can help reduce large ups and downs in the value of your investment.
Alternative assets don't follow the usual market ups and downs. For example gold or private investments into infrastructures - they add balance.
Cash is held in the fund to cover short-term needs. It is usually kept in short-term deposits and does not tend to grow much over time.
Fund breakdown: Higher risk fund
The asset allocation of a fund shows you the percentage split of assets held in the fund. This is an actively managed fund and there could be changes in the fund from month to month. For the full details of the fund breakdown, please see the Fund Factsheet (PDF 110 KB)
Growth Assets (94.4%)
These assets aim to grow your money over time, like shares. They can go up a lot, but they can also go down.
- Global Shares
- 90.0%
- UK Shares
- 4.3%
Defensive Assets (2.4%)
Defensive assets, such as bonds, are generally more stable and less risky than company shares. They tend to grow more slowly, but can help reduce large ups and downs in the value of your investment.
- Global Bonds
- 1.9%
- UK Bonds
- 0.4%
Alternatives Assets (2.1%)
These assets don't follow the usual market ups and downs. For example gold or private investments into infrastructures - they add balance.
- Gold
- 1.5%
- Other
- 0.7%
Cash Assets (1.1%)
Cash is held in the fund to cover short-term needs. It is usually kept in short?term deposits and does not tend to grow much over time.
- Cash & Cash Equivalent
- 1.1%