Aviva Multi-Asset ESG Active 4 Series 1
Specialist Funds
Last Updated
May 12, 2026
Status
Open
Fund Size
€ 427.42 Million
Start Date
August 14, 2020
€ 1529.10
Offer (May 12, 2026)
-0.05%
€ 1321.82
€ 1529.10
52 Week Low/High
Fund Graph
3Y
35.10%
Details
Fund objective
The fund's primary aim is to maximise returns within a specified volatility target of between 5% and 10% per annum over a rolling five-year period.
MICROSOFT CORP
NVIDIA Corp
TWENTYFOUR INCOME FUND LTD EB
ISHARES NASDAQ UCITS ETF USD (ACC ETF-E
Apple Inc
BROADCOM INC
TREASURY (CPI) NOTE 1.875 15-JUL-2034
AMAZON COM INC
ISHARES PHYSICAL GOLD ETC PLC ETC
INTERNATIONAL PUBLIC PARTNERSHIPS EINV
Asset Split
- Cash
- Other
- Financials
- Industrials
- Corporates
- Communication
- Info Tech
- Healthcare
- Consumer Disc
- Sovereign
Performance Over Time
Overview
Period
Value
Quartile
1 Day
0.05%
Top 50%
1 Week
+1.63%
Top 50%
1 Month
+4.30%
Top 50%
QTD
+7.19%
Top 50%
3 Month
+3.14%
Top 50%
6 Month
+5.48%
Top 75%
9 Month
+10.65%
Top 75%
YTD
+5.65%
Top 50%
1 Year
+15.68%
Top 75%
2 Year
+20.72%
Top 50%
3 Year
+35.31%
Top 75%
4 Year
+34.28%
Top 75%
5 Year
+30.60%
Top 75%
Launch
+45.26%
Top 50%
Chart View
Risk
Details
Risk in the table below refers to the fund’s volatility. The standard deviation shows how much the fund’s returns fluctuate. Higher SD values mean more ups and downs. The Sharpe ratio tells us how much return the fund delivers for each unit of risk taken. Ideally, we want to see a positive Sharpe ratio, indicating we're being rewarded for the risk. Whether a low or high standard deviation is preferable depends on your investment horizon and risk tolerance, younger investors may be more comfortable with higher volatility in pursuit of higher returns.
Aviva Multi-Asset ESG Active 4 Series 1
Specialist Funds
€ 427.42 Million