Aviva Multi Asset ESG Passive Plus 4 Series 1
€1457.9000
-0.06% today—
16 Jun 2022
19 May 2026
Fund objective
What this fund aims to achieve and how it is classified.
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.
Fund chart
3 Year Performance: 35.20%
3 Year
Fund details
Key information from the provider including fund specifics, charges, and asset allocation.
NVIDIA Corp
MICROSOFT CORP
Apple Inc
ALPI Irish Comm Property Fund IEH
AMAZON COM INC
META PLATFORMS INC CLASS A
BROADCOM INC
ALPHABET INC CLASS A
TESLA INC
TAIWAN SEMICONDUCTOR MANUFACTURING
Asset Split
- Cash
- Other
- Financials
- Industrials
- Corporates
- Communication
- Info Tech
- Healthcare
- Consumer Disc
- Sovereign
Cumulative performance
Returns over multiple time horizons. Quartile rank shows how this fund compares to its peers for each period.
| Period | Return | Quartile rank |
|---|---|---|
1 Day | -0.06% | Top 75% |
1 Week | 0.04% | Top 50% |
1 Month | +1.94% | Top 25% |
QTD | +6.58% | Top 25% |
3 Month | +3.51% | Top 25% |
6 Month | +7.45% | Top 50% |
9 Month | +10.26% | Top 50% |
YTD | +5.79% | Top 50% |
1 Year | +12.88% | Top 50% |
2 Year | +20.42% | Top 25% |
3 Year | +35.07% | Top 25% |
Launch | +38.50% | Top 50% |
Chart view
Risk metrics
Standard deviation measures how much returns fluctuate — higher values mean more volatility. The Sharpe ratio shows return earned per unit of risk; a positive figure means the fund is rewarding investors for the risk taken.
Frequently asked questions
Common questions about Aviva Multi Asset ESG Passive Plus 4 Series 1.
Over the past year, Aviva Multi Asset ESG Passive Plus 4 Series 1 has returned +12.88%, placing it in the second quartile (top 50%) of funds within its category. Whether this is a "good" fund depends on your personal investment goals, risk tolerance, and time horizon. Always speak with a regulated pension advisor before making changes to your retirement savings.
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. The fund's largest allocation is to Info Tech at 15.5%.
Your personal appetite for risk should guide fund selection. A regulated pension advisor can help you identify a fund aligned with your risk profile and retirement timeline.
Aviva Multi Asset ESG Passive Plus 4 Series 1
Alternative Strategy