Aviva Fixed ESG 60
Alternative Strategy
The fund utilises fixed weights to underlying strategies of Global Equities and Global Bonds and is rebalanced on a monthly basis. Global equities seek to provide a return similar to the MSCI World Index NR EUR (not currency hedged) and Global Bonds seek to provide a return similar to the Bloomberg Barclays Global Aggregate Bond Index Hedged EUR (currency hedged to euro). The underlying strategies are predominantly passive in nature, and managed by Aviva Investors. ESG considerations are built into the fund and the fund is compliant with Article 8 of SFDR.
The fund aims to grow an investment over the long term (5 years or more) through a combination of income and capital growth.
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1377.40
EUR
+333.92 (+32.00%) past 3 year
as of 19 May 2026Sovereign
23.5%
Info Tech
15.7%
Corporates
15.1%
Financials
10.3%
Other
8.5%
Industrials
6.9%
Consumer Disc
6.1%
Healthcare
5.8%
Communication
5.1%
Consumer Staples
3.6%
NVIDIA
MICROSOFT
Apple
AMAZON COM
META
BROADCOM
ALPHABET
TESLA
ALPHABET
JPMORGAN CHASE
US Equities
44.64%
Other
21.05%
Non-Euro Government
15.96%
Global Corporate Bonds
10.84%
Euro Government
7.51%
United States
41.52%
European Union
29.95%
Other
8.47%
France
3.59%
Japan
3.55%
United Kingdom
3.44%
Germany
3.36%
Netherlands
2.46%
Fund insights
Detailed information extracted from the fund factsheet.
Managed by Aviva Investors
Global equities seek to provide a return similar to the MSCI World Index NR EUR (not currency hedged) and Global Bonds seek to provide a return similar to the Bloomberg Barclays Global Aggregate Bond Index Hedged EUR (currency hedged to euro).
Derivatives Risks
ESG & sustainability
ESG considerations are built into the fund and the fund is compliant with Article 8 of SFDR.
Frequently asked questions
Common questions about Aviva Fixed ESG 60.
Aviva Fixed ESG 60 Series 1 invests in a fixed mix of global equities and global bonds, with the weights set and rebalanced monthly. The equity sleeve is designed to track the MSCI World Index NR EUR, while the bond sleeve aims to follow the Bloomberg Barclays Global Aggregate Bond Index Hedged EUR. In practice, that means the fund gives investors exposure to both shares and bonds across global markets.
Aviva Fixed ESG 60 Series 1 uses ESG considerations as part of its core design, and it is classified as an Article 8 fund under SFDR. Its underlying strategies are predominantly passive and managed by Aviva Investors, which means they mainly aim to mirror the performance of the chosen indexes rather than actively picking securities. The fund also keeps a fixed allocation between equities and bonds instead of adjusting it based on market views.
Aviva Fixed ESG 60 Series 1 aims to grow money over the long term through a combination of income and capital growth. Its recommended investment horizon is 5 years or more, so it is designed for investors who can stay invested through market ups and downs. The fund may suit someone looking for diversified global exposure with both growth and income potential.
Aviva Fixed ESG 60 Series 1 carries market fluctuations risk, so its value can rise and fall with stock and bond markets. It also has currency risk, which means movements in exchange rates can affect returns when investments are held in different currencies. Other noted risks include counterparty risk, liquidity risk, and derivatives risk, meaning some trades may fail, assets may be harder to sell quickly, or derivatives may behave unexpectedly.
Aviva Fixed ESG 60 Series 1 is built to combine growth-oriented global equities with lower-risk global bonds in one fixed allocation. Its top holdings include large US companies such as NVIDIA, Apple, Microsoft, Amazon, and Alphabet, alongside a long-dated Treasury bond. This mix reflects the fund’s approach of balancing equity growth potential with bond income and diversification.
Aviva Fixed ESG 60
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