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Step 1: Choose your fund type
You can invest in a growth or income fund. If you choose a growth fund, then you choose your risk level too.
How do they work?
Growth and income funds invest in similar assets – such as bonds, company shares, property and cash. Growth funds aim to increase the value of your investments, so you can potentially sell for a profit in the future. Meanwhile, income funds aim to give you a regular income.
Remember, the value of your investment can go down as well as up, and you may get back less than the amount paid in.
Step 2: Choose your risk level
Now select the level of risk you want your fund to be managed with.
What's the difference between risk types?
You can choose from four different levels of risk, from lower through to higher. The risk level will determine the level of potential returns you'll get from your growth fund. With each risk level, we've added a guide of what to expect a fund at that level of risk to offer.
You should look into the specific features of the fund shown to ensure it meets your needs and you are happy to invest in it.
How do they work?
A higher risk level may offer a potentially higher return. However, this means you could also be exposed to higher losses. A lower risk level does the opposite - offering lower returns, but potentially smaller losses.
Higher
For investors who are prepared to take a large amount of risk in order to increase the chances of achieving large returns.
By choosing a higher risk fund you will:
- typically, be invested predominantly in a wide range of shares with a small amount of fixed interest/bonds held to provide some diversification
- 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 that in the Medium to High Risk category in order to maximise potential returns
- accept that there is an increased likelihood of large fluctuations to the value of your investments on a frequent basis and you may get back less than the amount invested
Fund summary
Aviva Investors UK Funds Multi-asset Plus Fund V Class 9 Accumulation
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.
Take the time to understand more about this fund's assets, performance and charges.
The value of your investment can go down as well as up and you may get back less than has been paid in.
Our charges
Fund Manager Charge of 0.35%
This charge is levied by the fund management company to cover the costs and expenses of managing the fund and 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 of 0.40% (maximum)
This is what we charge each year for administering your account. It's calculated daily and taken from the cash account monthly. We calculate this charge based on the value of your investment. Here's how it works:
| First £50,000 | 0.40% |
| Next £200,000 | 0.35% |
| Next £250,000 | 0.25% |
| Amounts above £500,000 | 0.00% |
Total charge
Here's what the charges come to in total each year. This is equivalent to approximately £0.62 each month for each £1,000 held.
| Fund manager charge | 0.35% |
| Aviva Charge (maximum) | 0.40% |
| Total charge | 0.75% |
Accurate as at 25/04/2024.
Summary and past performance
Below you can find the past performance of this fund. Please bear in mind that past performance isn't an indicator of future performance.
Discrete performance
| Past Performance (% Growth) | ||||
| 25/04/23 - 25/04/24 | 25/04/22 - 25/04/23 | 25/04/21 - 25/04/22 | 25/04/20 - 25/04/21 | 25/04/19 - 25/04/20 |
| 15.52% | 0.38% | 3.04% | 31.42% | -8.05% |
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.
Important information
Take the time to look through our Key Investor Information and the fund's factsheet before deciding to invest. The Key Investor Information Document provides more detailed explanations of the fund's aim and specific investment risks than the information on this page.
Aviva Investors UK Funds Multi-asset Plus Fund V Class 9 Accumulation
Key Investor Information Document
PDF (104KB)
Aviva Investors UK Funds Multi-asset Plus Fund V Class 9 Accumulation
Fund Factsheet
PDF (437KB)
You can also learn more about this fund, including in-depth performance information and fund manager details.
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Active investments aim to beat the market such as the FTSE All-Share Index by using professional fund managers who decide where to invest.
Passive investments aim to track or replicate markets such as the FTSE All-Share Index.
Ready-made funds do not necessarily incorporate environmental, social and governance factors (ESG), or have responsible investment objectives. While ESG factors can be considered when choosing investments for these funds, it's not the key criteria that determines what investments are selected.