Square Mile Investment Consulting & Research has introduced the Aviva Investors Multi-Strategy Target Income fund to its Academy of Funds with a Positive Prospect (P+) rating.
Funds ranked "Positive Prospect" have strong potential in Square Mile's view, but their manager, strategy or process might still be unproven in differing market conditions. Housed within a dedicated section on the Square Mile website, and free for all advisers to access, recommended funds carry a rating - A, AA, AAA, R or P+ - as a mark of quality and a reflection of the level of conviction Square Mile has in a fund's ability to deliver on expectations.
To view Amaya Assan giving a brief overview of the fund in a Fund Snapshot, please see here.
Commenting on the fund, Amaya Assan, Senior Investment Research Analyst at Square Mile, said:
"The Aviva Investors Multi-Strategy Target Income fund is a new strategy for Aviva Investors but we believe the fund is appealing on a number of fronts and are confident in awarding it a Positive Prospect rating. We like its clear investment objectives and the impressive resources and processes that Aviva Investors have laid behind this product. The fund aims to provide investors with a sustainable and stable monthly income whilst seeking to preserve investor capital through risk reducing strategies.
This fund's portfolio managers are experienced multi-asset investors and they seek to construct a sensible portfolio that will draw income from government and corporate bonds, REITs, equities and option premia. We have thus awarded a Positive Prospect rating in recognition of the well-thought through strategy, highly resourced team and outcome-based goals whilst we build greater conviction in the fund."
Currently rated by 4 people