Aviva Fixed ESG 80
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.
1
2
3
4
5
6
7
1625.70
EUR
+481.65 (+42.10%) past 3 year
as of 19 May 2026Info Tech
20.9%
Financials
13.7%
Sovereign
11.5%
Other
9.7%
Industrials
9.2%
Consumer Disc
8.2%
Healthcare
7.7%
Corporates
7.5%
Communication
6.8%
Consumer Staples
4.8%
NVIDIA
MICROSOFT
Apple
AMAZON COM
META
BROADCOM
ALPHABET
TESLA
ALPHABET
JPMORGAN CHASE
US Equities
59.33%
Other
19.97%
Non-Euro Government
7.82%
Euro (ex Ireland) Equities
7.48%
Global Corporate Bonds
5.40%
United States
56.55%
European Union
14.80%
Other
7.67%
Japan
4.54%
United Kingdom
3.56%
France
3.20%
Germany
3.00%
Canada
2.50%
Fund insights
Detailed information extracted from the fund factsheet.
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).
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 80.
Aviva Fixed ESG 80 Series 1 invests with fixed weights in two underlying strategies: global equities and global bonds. The equity sleeve aims to track the MSCI World Index NR EUR, while the bond sleeve aims to track the Bloomberg Barclays Global Aggregate Bond Index Hedged EUR. The fund is predominantly passive in nature and is rebalanced monthly.
Aviva Fixed ESG 80 Series 1 builds ESG considerations into the portfolio and is classified as Article 8 under SFDR. In practice, that means the fund promotes environmental, social and governance characteristics alongside its investment approach. It does not mean the fund is fully sustainable, but ESG factors are part of how it is constructed.
Aviva Fixed ESG 80 Series 1 aims to grow money over the long term through a combination of income and capital growth, and its recommended holding period is 5 years or more. It may suit investors who want a mixed global equity-and-bond fund with ESG considerations. Because the fund can rise and fall in value, it is generally more appropriate for investors who can stay invested for the long term.
Aviva Fixed ESG 80 Series 1 is exposed to market fluctuations, so its value can move up and down. It also carries currency risk, counterparty risk, liquidity risk and derivatives risk. Currency risk means exchange-rate movements can affect returns, while counterparty risk means a trade or contract may not be met as expected.
Aviva Fixed ESG 80 Series 1 has global exposure, with holdings and allocations spanning the United States, Europe and other developed markets. Its top holdings include major US companies such as NVIDIA, Apple, Microsoft, Amazon and Alphabet, and its sector exposure includes information technology, financials and sovereign bonds. That mix reflects the fund’s blended equity-and-bond structure.
Aviva Fixed ESG 80
Get free, expert advice on this fund from a regulated advisor
Regulated advisors
No obligation
100% free advice