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Aviva Cantor Fitzgerald Multi-Asset 50 Fund

Specialist

Specialist Funds

The Cantor Fitzgerald Multi-Asset 50 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 40-60% 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.

StatusOpen for Investment
Fund size€664M
SFDRArticle 8
ManagerPhil Byrne; Pearse McManus; Conor McDermott

Risk rating

1

2

3

4

5

6

7

What Aviva says about Risk 5 fundsMedium to HighFunds typically investing in shares of companies in the UK or a mix of major stock markets around the world. Potential for good returns over the long term, but values will go up and down with significant risk of loss.
1837.20

EUR

+524.91 (+40.00%) past 3 year

as of 19 May 2026
Asset Split

Euro Govt Bonds

35.4%

Information Technology

16.9%

Industrials & Materials

10.4%

Alternatives

8.8%

Other

6.7%

Telecommunications

5.7%

Consumer Discretionary

5.6%

EUR

3.9%

Healthcare

3.6%

Financials

3.0%

Top Holdings
#1
Nvidia

Nvidia

#2
Microsoft

Microsoft

#3
Amazon

Amazon

#4
Meta

Meta

#5
Broadcom

Broadcom

#6
Alphabet

Alphabet

#7
Netflix

Netflix

#8

GE Verona

#9
Siemens Energy

Siemens Energy

#10

Intuitive Surgical

Asset Breakdown

US Equity

38.60%

Short Dated Bonds

28.00%

Other

16.00%

Alternatives

8.80%

European Equity

8.60%

Geographic Allocation
US

North America

39.80%

DE

Germany

10.30%

Other

9.30%

Alternatives

8.80%

IT

Italy

6.80%

FR

France

6.10%

ES

Spain

5.60%

IE

Ireland

5.10%

Frequently asked questions

Common questions about Aviva Cantor Fitzgerald Multi-Asset 50 Fund.

The Cantor Fitzgerald Multi-Asset 50 Fund Series C is an active multi-asset fund that can invest in bonds, equities, commodities, property, alternatives and cash. Its description also says it may use ETFs and CIS, and that it can hold commodities exposure. The fund aims to keep about 40% to 60% in return-seeking assets such as equities, property and alternatives.

The Cantor Fitzgerald Multi-Asset 50 Fund Series C is managed using a three-pillar investment process that looks at macro-economic, valuation and technical analysis. This means the managers combine big-picture economic views, assessment of value, and market trend signals when making asset allocation and stock selection decisions. The approach is described as dynamic rather than fixed.

The Cantor Fitzgerald Multi-Asset 50 Fund Series C aims to maximise capital appreciation while taking prudential care over risk spreading and the credit quality of individual investments. In plain language, it is designed to grow investors' money over time without concentrating too much in one place or taking excessive credit risk on lower-quality borrowers. That makes it a diversified growth-oriented fund rather than a narrow specialist strategy.

The Cantor Fitzgerald Multi-Asset 50 Fund Series C highlights market fluctuations, currency risk, counterparty risk, derivative risk, liquidity risk and inflation risk. Currency risk means changes in exchange rates can affect returns when the fund invests across different currencies. Counterparty risk means a deal partner, such as a trading or derivatives counterparty, could fail to meet its obligations.

The Cantor Fitzgerald Multi-Asset 50 Fund Series C is classified as Article 8 under SFDR, which indicates it promotes environmental or social characteristics. The factsheet does not provide a detailed sustainability screen, so investors would need to look further if they want to understand exactly how those characteristics are applied. The fund name and mandate suggest it is still primarily a diversified growth portfolio, not a dedicated sustainable thematic fund.

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Aviva Cantor Fitzgerald Multi-Asset 50 Fund

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