Aviva Multi-Asset ESG Passive Plus 3
Alternative Strategy
The fund gives exposure to many different asset classes including but not limited to cash, bonds, equities, property and alternatives. The underlying strategies are predominantly passive in nature, with most of these being managed internally by Aviva Investors. The Manager targets 5 year volatility outcomes by measuring each of the above funds against longer term historical risk models. The fund is managed to a strategic, long term asset allocation with annual re-balancing. The Manager shall rebalance the fund to its internal strategic weights on a quarterly basis when the fund is +/-1% outside its internal strategic weights. 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 2% and 5% per annum over a rolling five-year period.
1
2
3
4
5
6
7
1237.40
EUR
+179.79 (+17.00%) past 3 year
as of 19 May 2026Sovereign
28.6%
Corporates
28.0%
Cash
12.7%
Financials
7.0%
Other
6.7%
Info Tech
6.5%
Industrials
2.9%
Communication
2.7%
Consumer Disc
2.7%
Healthcare
2.3%
ALPI Irish Comm Property Fund IEH
NVIDIA
MICROSOFT
LANDESBANK BADEN-WUERTTEMBERG EURO
Apple
AMAZON COM
ISHARES PHYSICAL GOLD ETC PLC ETC
AMUNDI PHYSICAL GOLD ETC LTD ETC
META
TREASURY BOND 2.0 15-NOV-2041
Other
30.23%
Global Corporate Bonds
20.42%
Non-Euro Government
19.11%
US Equities
17.56%
Cash & Currency
12.68%
European Union
31.79%
United States
24.24%
Other
16.03%
France
6.85%
Germany
4.23%
Ireland
3.74%
United Kingdom
3.51%
Japan
3.43%
Fund insights
Detailed information extracted from the fund factsheet.
Managed by Aviva Investors
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 Passive Plus 3.
Aviva Multi-Asset ESG Passive Plus 3 Series 1 is a multi-asset fund that spreads exposure across cash, bonds, equities, property and alternatives. Its holdings include large global companies such as NVIDIA, Apple, Microsoft, Amazon and Alphabet, as well as bonds, property exposure and gold-related assets. The mix is designed to diversify the portfolio rather than rely on one single market.
Aviva Multi-Asset ESG Passive Plus 3 Series 1 aims to maximise returns while targeting volatility of 2% to 5% per year over a rolling five-year period. The manager uses a strategic long-term asset allocation and rebalances annually, with quarterly adjustments if the fund moves more than 1% away from its internal target weights. Volatility means how much the fund’s value may rise and fall over time.
Aviva Multi-Asset ESG Passive Plus 3 Series 1 builds ESG considerations into the investment process and is classified as Article 8 under SFDR. It follows a predominantly passive approach, with most underlying strategies managed internally by Aviva Investors. This means the fund is designed to incorporate environmental, social and governance considerations while still tracking a broad multi-asset mix.
The main risks for Aviva Multi-Asset ESG Passive Plus 3 Series 1 include market fluctuations, counterparty risk, liquidity risk, derivatives risk and currency risk. Market fluctuations mean the fund’s value can go up or down, while currency risk means overseas investments can be affected by exchange-rate movements. Capital and returns are not guaranteed.
Aviva Multi-Asset ESG Passive Plus 3 Series 1 may suit an investor looking for a diversified, mixed-asset fund with ESG considerations built in and a moderate volatility target. Its SRI rating is 3, suggesting a middle-of-the-road risk profile compared with lower- or higher-risk options. The fund is managed to a long-term strategic allocation rather than trying to make short-term tactical bets.
Aviva Multi-Asset ESG Passive Plus 3
Get free, expert advice on this fund from a regulated advisor
Regulated advisors
No obligation
100% free advice