Comparing 2 funds
Returns, costs and exposure side by side, with sources and dates below.
Aviva Pension Mixed Investment (40-85% Shares) YP (CGU)
Performance, starting at 100
If you had invested £10,000
Based on month end returns. Illustrative, before tax, not a prediction.
Country exposure
Not available for: Aviva Pension Mixed Investment (40-85% Shares) YP (CGU).
Sector exposure
Not available for: Aviva Pension Mixed Investment (40-85% Shares) YP (CGU).
AI comparison
Side by side
| Metric | Allianz Income and Growth | Aviva Pension Mixed Investment (40-85% Shares) YP (CGU) |
|---|---|---|
| 1 year returnHighest in bold | ▲ +19.3% | ▲ +12.3% |
| 3 year returnHighest in bold | ▲ +36.6% | ▲ +42.3% |
| 5 year returnHighest in bold | ▲ +38.4% | ▲ +41.3% |
| Rank among sector peers, 1 yearQuartile among representative funds in the FE sector | Q2 of 3 representative funds | Q2 of 3,301 representative funds |
| Ongoing charge (OCF) | ||
| Fund size, GBPLargest in bold | £43.7B | £23.8B |
| Volatility, 1 year FE, as at 21 Jun 2026 | 7.8% | 9.6% |
| Sharpe ratio, 1 year FE, as at 21 Jun 2026 | 0.81 | 1.61 |
| Style | Active | Active |
| FE sector | GL Multi-Asset United States Balanced | GL Multi-Asset Global Aggressive |
| Share class | IT (USD) · EUR | GBX |
Source: FE fundinfo, as supplied; the date shown is when FE last updated them.