Aviva Multi-Asset ESG Passive Plus 4
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 5% and 10% per annum over a rolling five-year period.
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1457.90
EUR
+361.73 (+33.00%) past 3 year
as of 19 May 2026Info Tech
15.5%
Corporates
13.9%
Sovereign
13.9%
Financials
13.6%
Other
12.0%
Cash
7.1%
Industrials
6.8%
Consumer Disc
6.3%
Communication
5.5%
Healthcare
5.4%
NVIDIA
MICROSOFT
Apple
ALPI Irish Comm Property Fund IEH
AMAZON COM
META
BROADCOM
ALPHABET
TESLA
TAIWAN SEMICONDUCTOR MANUFACTURING
US Equities
40.03%
Other
33.46%
Global Corporate Bonds
10.51%
Non-Euro Government
8.91%
Cash & Currency
7.09%
United States
41.03%
Other
18.09%
European Union
16.39%
France
4.70%
Japan
4.53%
Ireland
3.72%
United Kingdom
3.53%
Germany
3.26%
Fund insights
Detailed information extracted from the fund factsheet.
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 Multi-Asset ESG Passive Plus 4.
Aviva Multi-Asset ESG Passive Plus 4 Series 1 invests across a wide mix of asset classes, including cash, bonds, equities, property and alternatives. Its underlying strategies are predominantly passive, with most managed internally by Aviva Investors. The fund is designed to spread exposure rather than rely on a single market or sector.
Aviva Multi-Asset ESG Passive Plus 4 Series 1 is managed to a volatility target of between 5% and 10% per year over a rolling five-year period. It uses a strategic long-term asset allocation and is rebalanced regularly to stay close to its target weights. Volatility means how much the fund’s value may rise or fall over time.
Aviva Multi-Asset ESG Passive Plus 4 Series 1 has ESG considerations built into its design and is classified as Article 8 under SFDR. This means the fund promotes environmental and/or social characteristics, rather than being a purely conventional index-style portfolio. Investors should still expect a diversified multi-asset approach, but one that incorporates ESG considerations.
Aviva Multi-Asset ESG Passive Plus 4 Series 1 is exposed to market fluctuations, currency risk, liquidity risk, counterparty risk and derivatives risks. Currency risk means overseas investments can rise or fall when exchange rates move. The fund’s capital and returns are not guaranteed, so its value can go down as well as up.
Aviva Multi-Asset ESG Passive Plus 4 Series 1 may suit an investor looking for broad, multi-asset exposure with an ESG screen and a moderate volatility target. It aims to maximise returns within a 5% to 10% annual volatility range over five years, so it may appeal to someone wanting a balance between growth and risk control. The fund is actively managed around a strategic allocation, even though most underlying strategies are passive.
Aviva Multi-Asset ESG Passive Plus 4
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