11 Jan 2018
In this short video update Peter Fitzgerald, Global Head of Multi-Assets at Aviva Investors, discusses the performance of the AIMS Target Income Fund.
He talks about some of the performance challenges, how these are being addressed and reveals how the fund is positioned going into 2018.
Past performance is not a guide to future performance.
Aims are not guaranteed and your clients may suffer losses or lower income than expected.
The value of an investment and any income from it can go down as well as up and can fluctuate in response to changes in currency and exchange rates. Investors may not get back the original amount invested.
The Fund uses derivatives; these can be complex and highly volatile. This means in unusual market conditions the Fund may suffer significant losses.
In unusual market conditions, the Fund may have difficulty selling its investments, which may cause it to suffer losses, defer redemption payments or suspend dealing in shares.
Investors’ attention is drawn to the specific risk factors set out in the fund’s share class key investor information document (“KIID”) and Prospectus. Investors should read these in full before investing.
Important information. This video is for professional clients and advisers only. It is not to be distributed to or relied on by retail clients. Except where stated as otherwise, the source of all information is Aviva Investors Global Services Limited (“Aviva Investors”) as at 14 December 2017. Unless stated otherwise any opinions expressed are those of Aviva Investors. They should not be viewed as indicating any guarantee of return from an investment managed by Aviva Investors nor as advice of any nature. Portfolio holdings are subject to change at any time without notice and information about specific securities should not be construed as a recommendation to buy or sell any securities. Corporation tax (currently 20%) is payable on some of the fund’s income and is not repayable to investors. The impact of corporation tax will mean that the yield received by investors may be up to 20% less than the actual yield generated by the fund. The target income yield is an annual target from 1st April to 31st March each year. It will be measured daily using the prevailing Bank of England Base Rate and is based on the daily value of thefund. Income on the fund will be paid monthly. Charges are deducted from capital.The Aviva Investors Multi-Strategy Target Income Fund is a sub-fund of the Aviva Investors Funds ICVC. For further information please read the latest Key Investor Information Document and Supplementary Information Document. The Prospectus and the annual and interim reports are also available on request. Copies in English can be obtained free of charge from our website.