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Investment funds

AI Capital Plus

Aviva Investors Capital Plus: - Defensive balanced fund*

You can invest online in AI Capital Plus, through DirectInvest.ro

Aviva Investors Capital Plus is a fund with a balanced investment policy, oriented both towards equity as well as fixed income instruments and bank deposits. The result is a lower risk than that of equity funds, with the opportunity to achieve superior performances to those offered by bank deposits or bonds.

The performance objective of the Fund is obtaining an annual performance higher than that of the average interest rate offered by banks for one year term deposits.

Our asset management company recommends that the minimum investment period is one year. The recommendation aims to highlight relevant performances, covering any unfavourable evolutions in short terms. The decision regarding the period of investment belongs exclusively to investors. They may redeem partially or totally their fund units at any time.

There is no subscription fee. For redemptions, fees vary between 0 and 3%, according to the length of ownership of the investment units redeemed. Details

The performance of AI Capital Plus is measured according to GIPS® standards. Read the certification letter.


Read the fund prospectus before investing in this fund.
Previous performance is not a guarantee for future results.

*according to the new EFAMA fund classification standards



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Net asset value per share (29.07.2010)
unit value to date: 9,77 lei
growth in the last 12 months: 6,20%

Fund Manager

Razvan Rusu

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+4021 203 14 12

With a BSC in International Business and Economics at the Academy of Economic Studies, and a Masters degree in Financial Management and Capital markets as well as one in  Geopolitics and Geostrategy, Razvan oversees all investments in Aviva Investors Romania.  His main area of expertise is asset allocation and equity investments and developing customized investment allocation to  private portfolios clients.

Legal details

The open-end fund Aviva Investors Capital Plus was authorised through the National Securities Commission's decision no. 624 from February 2nd 2004, and is registered in the National Securities Commission under no. CSC06FDIR/ 400012 from February 2nd 2004.
The fund depositary is BRD-GSG.