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The Cantor Fitzgerald Multi-Asset Funds are a suite of actively managed global multi-asset funds offered through Aviva. These funds invest in sub-funds of the Cantor Fitzgerald Investment Trust, a professionally managed investment structure to gain exposure to return-seeking assets (such as equities, property and alternatives) with the remainder invested in defensive assets (such as cash and bonds). The funds are designed to meet the needs of investors with varying risk appetites. Each fund targets a different level of exposure to return-seeking assets.
Target Allocations
Please see our Your Investment Guide for more information on the operation, risks, and benefits of investing in these Funds.
4,5
as at 01 July 20261
Multi-Asset
Active-Bias
Standard
Cantor Fitzgerald
Monthly Fund Scorecard
Visit our Fund Centre for factsheets for different fund series.
Cantor Fitzgerald has determined that the underlying Funds (the funds the Aviva funds invest in) comply with the requirements of Article 8 of the Sustainable Finance Disclosure Regulation in that they promote environmental and social characteristics.3 The Funds do not have a specific sustainability objective.
All products open to new business: Corporate Master Trust: Personal Pensions, PRSAs, Personal Retirement Bonds, Retail Master Trust, ARFs, Savings & Investments.
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Funds
Visit our Fund Centre for factsheets for different fund series.
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| Warning: Past performance is not a reliable guide to future performance. Warning: The value of your investment may go down as well as up. Warning: The income you earn from this investment may go down as well as up. Warning: If you invest in these funds you may lose some or all of the money you invest. Warning: These funds may be affected by changes in currency exchange rates. Warning: If you invest in a pension, you will not have access to your money until you retire. |
1. We recognise that investing in funds involves a range of risks, including operational, market, counterparty, and liquidity risks. A key and more visible risk for investors is fund volatility, which can impact the value of investments over time.
We use the ESMA risk rating methodology as the primary, industry-standard measure of this volatility. Funds are monitored against these ratings on an ongoing basis. In certain cases, we may apply a higher, qualitative risk rating where additional considerations, such as liquidity constraints or increased potential for loss, support a more prudent assessment of the overall risk profile.
Risk ratings are stated as at 01 July 2026 and may change over time. For further information, please see the Your Investment Guide.
2. This Fund Charge is made up of:
- a fund management charge which is deducted daily from the unit price of the fund(s); and
- a plan management charge which is taken monthly by deduction of units from the value of your fund(s). If you are invested in more than one fund, this charge will be taken proportionately across the range of funds in which the policy is invested.
The Fund Charge applying to your client’s fund(s) will be shown on their policy schedule. Where a fund invests in another fund(s), additional charges may apply. These charges may vary depending on the specific investments in each fund. Where these charges are applied, they are reflected in the unit price. As a result, the overall charge may be higher than shown in the product documentation.
3. This fund has been classified as Article 8 under the Sustainable Finance Disclosure Regulation (SFDR) by the underlying third-party investment manager. Aviva relies on the SFDR classification and related disclosures provided by the external manager, which are subject to internal review and governance processes, and does not independently assess or verify this classification.
Funds designated as Article 8 do not have a specific sustainable investment objective. An Article 8 classification is not a rating, recommendation, or endorsement, and does not indicate the performance or sustainability quality of a fund.
SFDR classifications and the criteria underpinning them may change over time as regulatory guidance evolves and as fund managers update their approaches to sustainability. There is no guarantee that the fund will consistently meet its stated environmental or social characteristics.
This information is a summary and does not constitute the full SFDR disclosure for the fund.
Further information on sustainability-related risks, SFDR disclosures and important limitations is available in the Aviva Sustainability Hub and in the relevant fund documentation, including the Your Investment Guide. Brokers should ensure clients review these materials before making any investment decision.
Aviva Life & Pensions Ireland Designated Activity Company, is a private company limited by shares, registered in Ireland No. 165970. Registered office at Building 12, Cherrywood Business Park, Loughlinstown, Co. Dublin, D18 W2P5. Tel (01) 898 7950, www.aviva.ie
Aviva Life & Pensions Ireland Designated Activity Company, trading as Aviva Life & Pensions Ireland and Friends First, is regulated by the Central Bank of Ireland.
