Aviva launches new multi-strategy fixed income fund

Aviva Investors, the global asset management business of Aviva plc, has added to the Aviva Investors Multi-Strategy (AIMS) range with the launch of a new AIMS Fixed Income Fund. 

The fund will take an “unconstrained approach” to fixed income investing  and will construct portfolios with an emphasis on “absolute risk-adjusted returns rather than a benchmark-relative approach” and the fund managers will also have the option to use derivatives, the firm said in a statement announcing the launch.

The fund will invest in a diversified portfolio of between 25-35 strategies, constructed into three categories: market strategies, opportunistic strategies and risk-reducing strategies.

The AIMS Fixed Income Fund is managed by: Dan James, global head of fixed income; James McAlevey, senior portfolio manager; Orla Garvey, senior portfolio manager; and Joubeen Hurren, portfolio manager; with further support from the global fixed income team.

Euan Munro, Chief Executive, Aviva Investors, said that the launch of AIMS Fixed Income reflects “a natural evolution of the range”.

Falling interest rates

Dan James, co-manager and global head of fixed income, Aviva Investors, said that falling interest rates over the last 25 years have created “a tailwind for fixed income returns”, which, he believes is unlikely to be repeated over the next five or 10 years.

“By taking an unconstrained approach and investing in a diversified portfolio, the AIMS Fixed Income Fund has the flexibility to ensure risk is adequately rewarded by an appropriate return,” said James.

The fund will initially be available in three institutional share class formats: EUR, GBP (hedged) and USD (hedged) versions with a 0.35% AMC.

Gary Robinson
Head of Video and Ezines at Open Door Media Publishing. Deputy Editor, International Investment. An experienced journalist and filmmaker with more than 20 years' financial services experience, both as journalist and originally as a fully qualified IFA, Gary works across both International Investment and InvestmentEurope titles. Previous video production credits include projects on BBC, C4 and SKY.

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