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Aviva In

Price: 217.3600GBX

Change: -0.06%

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Aviva Inv Multimanager 40-85% Shares 2

Aviva Inv Multimanager 40-85% Shares 2

ISIN:

GB00B1N94Q41

Risk level:

1
2
3
4
5
6
7

FE fundinfo Rating:

IA Sector:

IA Mixed Investment 40-85% Shares

Income type:

Accumulation

Price:

217.3600GBX

31 October 2025

Last change:

-0.06%

1 year change:

15.11%

5 year annualised return:

7.78%

12 month yield:

1.30%

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At a glance

At a glance performance and information

Eligibility:

Share Dealing Account
ISA
SIPP

The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you are unsure about investing, seek independent advice

1 W 1 M 3 M 6 M YTD 1 Y 3 Y 5 Y Max

Add to chart:

  • Aviva Inv Multimanager 40-85% Shares 2
  • IA Mixed Investment 40-85% Shares
  • IA Mixed Investment 40-85% Shares

Discrete calendar year performance

Discrete calendar year performance
Investment 30/09/20 to 30/09/21 30/09/21 to 30/09/22 30/09/22 to 30/09/23 30/09/23 to 30/09/24 30/09/24 to 30/09/25
Aviva Inv Multimanager 40-85% Shares 2 17.24% -8.87% 3.55% 13.62% 11.67%
IA Mixed Investment 40-85% Shares 16.63% -10.15% 5.11% 13.85% 9.33%
IA Mixed Investment 40-85% Shares 16.63% -10.15% 5.11% 13.85% 9.33%

Trailing returns

(*annualised)

Trailing returns
Investment 3 months 6 months 1 year 3 years* 5 years*
Aviva Inv Multimanager 40-85% Shares 2 5.42% 15.29% 15.11% 10.74% 7.78%
IA Mixed Investment 40-85% Shares 5.60% 14.27% 13.11% 10.38% 7.59%
IA Mixed Investment 40-85% Shares 5.60% 14.27% 13.11% 10.38% 7.59%

Fund Objective: The Fund aims to grow your investment over the long term (5 years or more) through a combination of income and capital returns by investing in other funds (including funds managed by Aviva Investors companies).

Manager name:

Aviva Investors UK Fd Serv Ltd

Manager start date:

01 July 2018

Investment style:

Aggressive

Region (geographical):

Global

Manager Biography:

Guillaume is a portfolio manager within the long-only Multi-asset team. Guillaume joined Aviva Investors from First State Investments where he was managing Multi-asset portfolios. Prior to that he was in charge of Global Fixed Income portfolios with Colonial First State in Sydney. He began his career with AXA Investment Managers. Guillaume holds a Master’s degree in Investment Management from Paris Dauphine University.

Benchmark:

IA Mixed Investment 40-85% Shares

Sector:

IA Mixed Investment 40-85% Shares

FE fundinfo Rating:

Fees & charges

Fees and Charges

Fees and Charges
Charge Who receives this? What is it? Amount
Initial charge: The fund manager Charges applied by the fund management company for investing in their fund. Please note that Investment Managers may charge each time you buy new units or shares in a fund or trust. Where Investment Managers would have an entry charge, we will negotiate to have it waived so you will not be charged. N/A%
Ongoing Charges: The fund manager The annual charge paid to a fund manager to cover the costs of running the fund. It is an estimate based on the actual amount charged in the previous year. 1.29%
Performance Fee: The fund manager A performance fee joins up the interest of the fund manager and their investors. A performance fee is taken when the fund beats pre-set conditions. N/A
Typical transaction cost: The fund manager The costs of dealing within a fund, which the Investment Manager must pay to continue managing the assets. This includes where the Manager decides to sell one stock and buy another. The costs will vary from one fund to another based on how often the Investment Manager trades and the costs applied when trading. 0.188%*
Dealing commission: iWeb The cost of buying or selling some or all of your investment. £5.00 (per online trade)

*This is an indication based on the market average. The fund’s actual transaction cost will be shown before you place a trade.

Account charges are not included

Breakdown

Asset Allocation

Fund size: 167,589,982.85 GBX

Chart date: October 31, 2025

Top 10 Holdings

Top 10 Holdings
Security Weight
Granahan-us focused gr-iusda 4.75%
Montlake inv us e l/s-usdip 4.47%
Jan hnd euro sel op-i acc 4.33%
Blackrock european dynamic-fd acc 4.30%
Hept dri icav-emse- sgb gbp 3.94%
Bgf-emerging mkts bd-a2h gbp 3.56%
Ishares physical gold etc plc 3.04%
Twentyfour income fund 1.96%
Nvidia corporation 1.76%
Microsoft corporation 1.56%

Sectors

Sectors
Sectors Weight
No results

World regions

World regions
Country Weight
United States 47.43%
Other 17.51%
United Kingdom 11.67%
Australia 6.97%
Japan 5.07%
China 3.11%
Germany 2.81%
France 2.50%
Netherlands 1.50%
Taiwan 1.43%
ESG

What is ESG?

ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.

The FCA website sets out further information in relation to the sustainability labelling and disclosure requirements.

Find out more about responsible investing with IWeb including ESG (Environmental, Social and Governance).