Article date: 25 November 2009
funds from leading managers give investors and advisers more choice
Aviva is to add funds from leading fund managers to the portfolio investment bond and pensions range.
Thirty-one funds are being added to portfolio giving investors the option of building a portfolio from a selection of more than 200 funds; 28 funds will be added to Aviva’s income drawdown, company and personal pensions giving customers a selection of more than 270 funds.
The funds – available from 30 November 2009 – are being added in response to demand and will give financial advisers more choice when making investment recommendations to customers. Aviva now has links to more than 100 OBSR-rated funds available through both its life bond and pensions.
The funds are managed by a range of leading managers including Artemis, Aviva Investors, BlackRock, Cazenove, Fidelity, Investec, Jupiter, M&G, Newton, Schroder and Threadneedle.
David Barral, marketing director at Aviva, said: “Aviva continually reviews the range of funds available through our Portfolio bond and pensions range to make sure they have the quality, performance and choice to meet the needs of advisers and their clients to help them invest and save for their future.
“These additional funds strengthen our coverage of externally-rated funds and give advisers and their clients the opportunity to build an investment portfolio from a wider choice of sectors ranging from cautious and balanced managed to absolute return and specialist.
“Aviva is committed to offering a broad range of funds for customers and advisers to choose from. We know that advisers need choice so they can build portfolios tailored to their clients’ needs. We also follow a strong fund governance model so advisers can make their recommendations with confidence.”
A "Fund governance at Aviva" guide is available for advisers who want more information.
For further information, please contact:
Telephone: 01904 452659
Mobile: 07800 693187
Notes to editors:
About portfolio investment bond
New funds added to portfolio include:
AEGON Ethical Equity, Artemis UK Growth, Artemis UK Smaller Companies, Artemis UK Special Situations, BlackRock European Absolute Alpha, BlackRock European Dynamic, Cazenove European, Cazenove UK Absolute Target, First State Global Listed Infrastructure, First State Greater China Growth, Investec Asia ex Japan, JPM Europe, Jupiter China, Jupiter Ecology, Jupiter Japan Income, Jupiter Merlin Balanced Portfolio, Jupiter Merlin Growth Portfolio, Jupiter Merlin Income Portfolio, Jupiter Merlin Worldwide Portfolio, Jupiter UK Growth, M&G Gilt & Fixed Interest, M&G Optimal Income, M&G Strategic Corporate Bond, Newton Balanced, Old Mutual Corporate Bond, Old Mutual UK Select Mid Cap, Schroder European Alpha Plus, Schroder Global Property Securities, Schroder US Mid Cap, Threadneedle Absolute Return Bond, Threadneedle UK Equity Income.
Portfolio offers a flexible way to invest for growth or income. Its minimum investment is £5,000 and investors can choose to put their money in a selection of over 200 funds across all major asset classes; deposit, bonds, equity and property, which are run by Aviva Investors and a selection of other leading fund managers.
New funds added to pensions
7IM AAP Adventurous, 7IM AAP Balanced Fund, 7IM AAP Moderately Adventurous, 7IM AAP Moderately Cautious, BlackRock European Absolute Alpha, BlackRock European Dynamic, BlackRock UK, BlackRock UK Smaller Cos, Cazenove UK Absolute Target, Fidelity European Opportunities, Fidelity Wealthbuilder Higher Income Plus, Invesco Perpetual Asian, Investec Asia ex Japan, JPM Europe Dynamic, JPM European Smaller Cos, JPM USM&G Gilt & Fixed Interest, M&G Strategic Corporate Bond, Newton Balanced, Schroder US Mid Cap, Standard Life UK Equity High Income, Standard Life UK Smaller Companies, Threadneedle Absolute Return Bond, Threadneedle American Select Growth, Threadneedle Global Select Growth, Threadneedle Latin America, Threadneedle UK Equity Income.
Aviva, the international savings, investments and insurance group, is the world’s fifth largest insurance group, serving 50 million customers across Europe, North America and Asia Pacific.
In the UK, Aviva is a leading provider of life, pensions, investment, general insurance and health products to more than 20 million customers. Aviva also provides roadside assistance through RAC. Products are distributed through a number of channels including IFAs, brokers, corporate partners and direct to customers via the internet.
Aviva's UK Insurance business has a market share of around 15%, making it the largest general insurer in the UK. The business is focused on insurance for individuals and small businesses.
Aviva's life and pensions business in the UK has a total market share of 12% and a top three position in its key markets of savings, protection, and annuities.
Aviva’s news releases and a selection of images are available from the internet press centre at www.aviva.com/media.