Aviva Cantor Fitzgerald Multi-Asset 30 Fund
Specialist Funds
The Cantor Fitzgerald Multi-Asset 30 fund is a sub-fund of the Cantor Fitzgerald Investment Trust. The sub fund is an active portfolio, comprising bonds & equities listed on recognised markets, ETFs, CIS & exposure to commodities. The fund may use derivatives for efficient portfolio management & hedging purposes. The fund will have an anticipated exposure of 20-40% in return seeking investments such as (equities, property & alternatives). The fund is managed using a three-pillar investment process focusing on macro-economic, valuation & technical analysis. It is a dynamic approach to asset allocation & stock selection. The fund is compliant with Article 8 under SFDR.
The investment objective of the Sub-Fund is to maximise the rate of capital appreciation, subject to relevant prudential considerations with regard to the spread of risk and the credit quality of individual investments.
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1489.00
EUR
+313.78 (+26.70%) past 3 year
as of 19 May 2026Euro Corp Bonds
53.8%
Information Technology
10.4%
Alternatives
9.2%
Industrials & Materials
5.7%
EUR
5.0%
Other
4.7%
Telecommunications
3.5%
Consumer Discretionary
3.4%
Healthcare
2.2%
Financials
2.1%
Nvidia
Microsoft
Amazon
Meta
Broadcom
Netflix
Alphabet
Siemens Energy
GE Verona
Intuitive Surgical
Short Dated Bonds
40.90%
US Equity
23.40%
Other
17.20%
Medium Dated Bonds
9.30%
Alternatives
9.20%
North America
24.40%
Germany
12.80%
Italy
10.00%
Alternatives
9.20%
Other
8.90%
Spain
8.60%
France
7.80%
Belgium
6.40%
Frequently asked questions
Common questions about Aviva Cantor Fitzgerald Multi-Asset 30 Fund.
The Cantor Fitzgerald Multi-Asset 30 Fund Series C invests in a mix of bonds, equities, ETFs, CIS, and exposure to commodities, with some allocation also available to property and alternatives. Its portfolio is actively managed and can use listed securities on recognised markets. The fund aims to keep anticipated exposure to return-seeking investments, such as equities, property, and alternatives, at about 20% to 40%.
The Cantor Fitzgerald Multi-Asset 30 Fund Series C is run using an active, three-pillar investment process. The managers use macro-economic, valuation, and technical analysis to guide both asset allocation and stock selection. In practice, this means the fund can adjust its mix of investments dynamically as market conditions change.
The objective of the Cantor Fitzgerald Multi-Asset 30 Fund Series C is to maximise capital appreciation while taking account of prudential considerations, risk spreading, and the credit quality of individual investments. In plain terms, it seeks long-term growth without concentrating too much in any one issuer or lower-quality borrower. The fund is designed for investors who want a diversified multi-asset approach with an active allocation process.
The Cantor Fitzgerald Multi-Asset 30 Fund Series C is exposed to market fluctuations, currency risk, counterparty risk, derivative risk, liquidity risk, and inflation risk. Currency risk means overseas investments can rise or fall in value because exchange rates move. Counterparty risk means a trading partner or derivatives counterparty could fail to meet its obligations, while liquidity risk means some holdings may be harder to sell quickly at a fair price.
The Cantor Fitzgerald Multi-Asset 30 Fund Series C has holdings including Microsoft, Natwest, Lloyds, Total Energies, Eli Lilly, Shell, Danone, Glanbia, Nordea, and Nextera. Its geographic allocation includes Italy, Ireland, Spain, North America, Belgium, Germany, the Netherlands, France, and other areas, alongside an allocation to alternatives. This shows the fund can blend European exposure with selected North American holdings.
Aviva Cantor Fitzgerald Multi-Asset 30 Fund
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