Aviva Investors ISIN GB00BMBTPD75

Aviva Investors Real Estate Active LTAF

Aviva Investors Real Estate Active LTAF is a fund from Aviva Investors, ISIN GB00BMBTPD75.

  • Infrastructure

The Sub-Fund seeks to provide a combination of income and growth, targeting an overall GBP return (net of the ACS Management Charge) of 6% per annum on a rolling five-year basis, through exposure to a diversified portfolio of real estate assets and land, which at the overall level of the Fund’s portfolio will be actively transitioned to contribute to both a net zero and a more socially equitable economy. This performance target, however, is not guaranteed and it may not always be possible to achieve it over the period stated, or over any period of investment. Consequently, investors’ capital is at risk. A net zero economy is one where the level of greenhouse gas emissions is reduced to as close to zero as possible, with any residual amounts emitted, matched by removal. A socially equitable economy is one where companies respect human rights, provide decent work and act as responsible corporate citizens, and where underserved part(s) of society have access to education, healthcare and finance.

How the fund has returned, and where it ranks among peers. Returns to Mar 2026 end, GBP net total return.
+8.0% Q2
1 year return
–
3 year return
–
5 year return
Daily NAV, percent change from the start of the range. Source: FE fundinfo.
  • 1 month +0.5%
  • 3 months +1.7%
  • Ongoing charge (OCF)

Macro events and this fund

Recent events and how the fund moved after. A measured move, not a cause.

Macro events and this fund

Recent events linked to this fund by its country and sector exposure, and how it moved after. A measured move, not a cause.

Performance, risk and facts

Judge return, risk and cost before a client conversation. Relative return uses the chart's time range. Facts as reported by the manager.

Against its benchmark

How the fund compares with its benchmark over the same period.

Risk

How bumpy the ride has been, plus the regulatory risk rating.

Risk figures are not available for this fund.

Fund facts

Legal and cost facts for a client note. As reported by the manager.
ISIN
GB00BMBTPD75
Benchmark
MSCI®/AREF UK Quarterly Property Fund Index
Ongoing charge
Share class launch date
28 Apr 2023
Domicile
GB
Fund type
open-ended fund

What a sum would have become

What an amount would have grown to over the period.
n/a

Past performance is not a reliable guide to future returns. Capital is at risk. Source: FE fundinfo. Returns are GBP net total return to month end unless stated. Headline returns to Mar 2026. Fund size is shown in GBP.