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Investment funds

AI Orizont

Aviva Investors Orizont - Bond Fund*

You can invest online in AI Orizont, through DirectInvest.ro

The mutual fund Aviva Investors Orizont addresses investors willing to accept a low investment risk.

Created as a bonds fund, the investment policy of FDI Aviva Investors Orizont is based on the investment of assets under management in fixed income instruments such as:
  • short and medium term bank deposits,
  • municipal and corporative bonds
  • treasury bills.
The main objectives of Aviva Investors Orizont are to obtain the highest possible return through fixed income investments and in same time the protect the invested amounts from the negative effects of inflation, while maintaining a low investment risk and minimum costs for the investors

Our asset management company recommends one year as minimum investment period for this fund. The recommendation is made in order to obtain relevant performances, covering the possible unfavourable developments in the short term. The decision regarding the investment period belongs exclusively to the investors.

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 Orizont 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 new EFAMA fund classification standards



Compare funds evolution
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Net asset value per share (29.07.2010)
unit value to date: 20,76 lei
growth in the last 12 months: 10,48%
annualized growth in the last month*: 7,99%
* relative to 29.06.2010

Fund Manager

Luiza Buzea

email >
+4021 203 14 10

With an MA in Business Administration from the Academy of Economic Studies in Bucharest, and candidate for CFA, Luiza exploits the opportunities on the money market, treasury bills and corporate bonds market through active management to deliver consistent outperformance within a portfolio’s risk guidelines.

Legal details

The open-end fund Aviva Investors Orizont was authorised through the National Securities Commission's decision no. 2149 from May 4th 2004, and is registered in the National Securities Commission under no. CSC06FDIR/ 400016 from May 4th 2004.
The fund depositary is BRD-GSG.