Aviva Multi-Asset ESG Passive Plus 5
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 10% and 15% per annum over a rolling five-year period.
1
2
3
4
5
6
7
1679.40
EUR
+543.90 (+47.90%) past 3 year
as of 19 May 2026Info Tech
21.8%
Financials
19.0%
Other
12.8%
Industrials
9.6%
Consumer Disc
8.9%
Communication
8.0%
Healthcare
7.7%
Consumer Staples
5.0%
Corporates
3.8%
Utilities
3.4%
NVIDIA
MICROSOFT
Apple
ALPI Irish Comm Property Fund IEH
AMAZON COM
META
BROADCOM
ALPHABET
TESLA
TAIWAN SEMICONDUCTOR MANUFACTURING
US Equities
56.68%
Other
22.80%
Euro (ex Ireland) Equities
7.80%
Pacific Basin Equities
7.69%
Japanese Equities
5.03%
United States
53.35%
Other
17.68%
European Union
5.44%
Japan
5.29%
Ireland
4.21%
United Kingdom
3.52%
France
2.85%
Canada
2.65%
Fund insights
Detailed information extracted from the fund factsheet.
Managed by Aviva Investors
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 5.
The Aviva Multi-Asset ESG Passive Plus 5 Series 1 invests across a wide mix of asset classes, including cash, bonds, equities, property and alternatives. It is designed to give broad diversified exposure rather than focusing on a single market. The fund’s underlying strategies are predominantly passive, with most managed internally by Aviva Investors.
The Aviva Multi-Asset ESG Passive Plus 5 Series 1 aims to maximise returns while targeting volatility of 10% to 15% per year over a rolling five-year period. The manager uses a strategic long-term asset allocation and rebalances annually, with additional quarterly rebalancing if the fund moves more than 1% away from its internal strategic weights. Volatility is a measure of how much an investment’s value can move up or down over time.
ESG considerations are built into the Aviva Multi-Asset ESG Passive Plus 5 Series 1, and the fund is compliant with Article 8 of SFDR. In practice, that means environmental, social and governance factors are part of how the portfolio is constructed. The fund also sits within Aviva’s Multi-Asset ESG Passive Plus range.
The Aviva Multi-Asset ESG Passive Plus 5 Series 1 is exposed to market fluctuations, so its value can go up and down. Other identified risks include counterparty risk, liquidity risk, derivatives risk and currency risk. Counterparty risk means another party involved in a trade may fail to meet its obligations, while currency risk means overseas investments can be affected when exchange rates move.
The Aviva Multi-Asset ESG Passive Plus 5 Series 1 is managed by Dean Cook and Sotirios Nakos, with Aviva Investors as the underlying investment manager. The portfolio is built using mostly passive strategies, many of which are managed internally by Aviva Investors. The fund also follows a strategic long-term asset allocation with regular rebalancing.
Aviva Multi-Asset ESG Passive Plus 5
Get free, expert advice on this fund from a regulated advisor
Regulated advisors
No obligation
100% free advice