Fund Performance

Aviva has a wide variety of funds covering many asset classes for our Pension business.

The links below contain the full list of all funds available in that category. Certain funds may not be available to your particular contract. Please check your annual statement to see which pension fund series you're invested in. Please note: you may be invested in more than one fund series.

For a factsheet (containing up-to-date fund information) and latest prices please select from the list below. Please read Your Guide to Fund Factsheets (PDF 70KB) along with the fund factsheet.

Some of our fund names have changed. Read more about the fund name changes (PDF 127KB)

Current Funds

• Pension Series 1

  Plans which started on or after 2 October 2000:-
  Optimiser Personal Pensions, Executive and Directors Pensions Plans, Trustee Investment Plans, Crystallised Pension Plan, Free Standing Additional Voluntary Contributions (FSAVCs), Pension Buy Out Plans, International Investment Plans.

  Jersey & Guernsey:-
  Trustee Investment Plans, Personal Pensions, Executive Pensions

• Pension Series 2

  Plans started on or after 2 October 2000:-
  Stakeholder Pension, Income Drawdown (some funds will be in Series 6), Personal Pension Plan (some funds will be in Series 6), Your Pension, Your Pension Select, Company Pension @ Aviva: for schemes/categories started on or after 15 May 2006, some funds will be in series 6.

  Company Stakeholder Pension @ Aviva - started on or after 6 April 2001

  Millennium Series
  Defined Contribution Scheme Replacement Plans (DCSR), Variable Money Purchase Plan, Variable Group Additional Voluntary Contribution, Trustee Investment Plan, (The external funds for these contracts are available via Pension Series 5 & 7.)

  Individual plans with change of terms in early 2008 (some funds will be in Series 9):
  Your Pension @Aviva (Stakeholder), Your Pension Select @ Aviva, Your Pension @ Aviva, Your Pension @ CGU, CU Personal Pension Plan - Optimiser basis and Lifestyler basis, CU Sterling Personal Pension Plan, Scheme leavers from CGU Group Personal Pension Plan Lifestyler Plus and CGU Group Personal Pension Plan - Optimiser basis and Lifestyler basis.

• Pension Series 3

  Company Pension @ Aviva and Company Stakeholder@ Aviva and Group Personal Pension: Funds with 1% Annual Management Charge

• Pension Series 4

  98 Series
  Personal Pension, Group Personal Pension (Isle of Man)

  Plans started on or after 2 October 2000
  Variable Money Purchase Plan, Group Additional Voluntary Contribution Plan

  Isle of Man
  Group Money Purchase, Group Additional Voluntary Contribution, Trustee Investment Plan, Executive Personal Pension Plan

• Pension Series 5

  Some external funds for Millennium Series
  DCSR, Variable Money Purchase Plans, Variable Group Additional Voluntary Contribution, Trustee Investment Plan

• Pension Series 6

  Income Drawdown Plans (some funds may be in Series 2)

  Plans which started on or after 15 May 2006 (some funds may be in Series 2)
  Personal Pension, Your Pension Select contracts, Company Pension Schemes started on or after 15 May 2006, New categories added to any Company Pension Scheme on or after 15 May 2006.

  Millennium Series established on or after 15 May 2006 (some funds may be in Series 2)
  DCSR, Variable Money Purchase Plans, Variable Group Additional Voluntary Contribution, Trustee Investment Plan, (The external funds for these Plans are available via Pension Series 5 & 7.)

• Pension Series 7

  Some external funds for:

  Millennium Series established on or after 15 May 2006
  DCSR , Variable Money Purchase Plans, Variable Group Additional Voluntary Contribution, Trustee Investment Plan

• Pension Series 8

  Self Invested Personal Pension (SIPP) Insured Pension Funds

• Pension Series 9

  Individual plans with change of terms in early 2008:
  Your Pension @Aviva (Stakeholder), Your Pension Select @ Aviva, Your Pension @ Aviva, Your Pension @ CGU, CU Personal Pension Plan - Optimiser basis and Lifestyler basis, CU Sterling Personal Pension Plan, Scheme leavers from CGU Group Personal Pension Plan Lifestyler Plus and, CGU Group Personal Pension Plan - Optimiser basis and Lifestyler basis

• Pension Series 10
  For Tesco Personal Pension
• Pension Series 11
  For Fixed Term Retirement Plan
• Pension Series 13

  Plans started on or after 6 June 2011:-
  Defined Contribution Scheme Replacement (DCSR), Trustee Investment Plan (TIP)

Legacy Funds

• CGU Pension
  For Pension contracts taken out with CGU Life
• CGU Your Pension
  For Your Pension contracts taken out with CGU Life
• General Accident Pension Series 1
  For Pension contracts taken out with GA Life PRIOR to 1 January 1996
• General Accident Pension Series 2
  For Pension contracts taken out with GA Life between 1 January 1996 and 1 October 1998
• Norwich Union Pension
  For Pension contracts taken out with Norwich Union PRIOR to 2 October 2000
• Commercial Union Pension
  For Pension contracts taken out with Commercial Union
• Provident Mutual Pension
  For Pension contracts taken out with Provident Mutual
• Ex National Westminster Life Assurance
  For Pension contracts taken out with National Westminster Life Assurance(transferred to Aviva Life & Pensions UK Limited)
• Ex Royal Scottish Assurance
  For Pension contracts taken out with Royal Scottish Assurance (transferred to Aviva Life & Pensions UK Limited)

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