Aviva Multi-Asset ESG Active 5
Specialist Funds
This actively managed fund is designed for people looking for medium to long-term capital growth with a higher exposure to market volatility, through a higher growth asset allocation. The fund gives exposure to many different asset classes including but not limited to cash, bonds, equities, property and alternatives. The underlying strategies are both passive and active in nature. Some are managed internally by Aviva Investors, whilst others are managed externally. The asset mix of the Fund shall be rebalanced on a periodic basis taking into account the result of the Managers asset allocation ESG considerations are built into the fund and the fund is compliant with Article 8 of SFDR
The fund's primary aim is to maximise returns within a specified volatility target of between 10% and 15% per annum over a rolling five-year period.
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2650.60
EUR
+777.38 (+41.50%) past 3 year
as of 19 May 2026Info Tech
21.4%
Financials
17.3%
Other
14.1%
Industrials
11.2%
Consumer Disc
8.7%
Healthcare
7.2%
Communication
6.8%
Consumer Staples
5.1%
Cash
4.2%
Corporates
4.2%
MICROSOFT
NVIDIA
ISHARES NASDAQ UCITS ETF USD (ACC ETF-E
Apple
BROADCOM
AMAZON COM
META
TAIWAN SEMICONDUCTOR MANUFACTURING
ALPHABET
ALPHABET
US Equities
53.37%
Other
23.97%
Euro (ex Ireland) Equities
9.05%
Pacific Basin Equities
9.03%
Japanese Equities
4.58%
North American Equity
53.37%
Euro Equities
9.05%
Pacific ex-Japan Equity
9.03%
Other
6.55%
Japanese Equity
4.58%
Cash
4.18%
UK Equity
4.07%
Global Corporate Bonds
3.72%
Fund insights
Detailed information extracted from the fund factsheet.
Managed by Aviva Investors
Derivative Risk
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 Multi-Asset ESG Active 5.
Aviva Multi-Asset ESG Active 5 Series C is a multi-asset fund that can invest across cash, bonds, equities, property and alternatives. It holds a broad mix of sectors and regions, including US technology stocks, European and Japanese equities, and global corporate bonds. The fund uses both internal Aviva Investors strategies and external managers to build that diversified exposure.
Aviva Multi-Asset ESG Active 5 Series C is designed for investors seeking medium to long-term capital growth. It targets a higher growth asset allocation and aims to maximise returns within a volatility target of 10% to 15% per year over a rolling five-year period. That means the fund expects moderate to relatively high ups and downs in value along the way.
Aviva Multi-Asset ESG Active 5 Series C builds ESG considerations into its investment process and is classified as an Article 8 fund under SFDR. In practice, that means environmental, social and governance factors are considered alongside financial analysis when selecting and rebalancing investments. The fund is not described as having a full sustainable-investment objective, but ESG is part of how it is managed.
Aviva Multi-Asset ESG Active 5 Series C is exposed to market fluctuations, currency risk, counterparty risk, derivative risk, liquidity risk and inflation risk, and capital and returns are not guaranteed. Currency risk means foreign exchange movements can reduce returns when the fund invests outside the investor's home currency. The fund's higher-growth asset mix also means its value may move around more than a lower-risk fund.
Aviva Multi-Asset ESG Active 5 Series C is actively managed by Dean Cook and Sotirios Nakos, with underlying strategies run by Aviva Investors and other external managers. The asset mix is rebalanced periodically based on the managers' asset-allocation views. This means the fund can change its exposure over time rather than staying fixed to one mix of assets.
Aviva Multi-Asset ESG Active 5
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