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Investment products at a glance

Here’s a quick overview of the investment products we offer. Please bear in mind that the value of your investment and any income from it can go down as well as up. You may not get back the amount you invested.

Aviva Investors Investment ISA Aviva Investors collective investment funds Select Investment bond
What is this? An ISA is a tax-efficient way to invest. This is a stocks and shares ISA that puts your money in our collective investment funds that invest in stocks, shares, property and other types of assets. We have around 30 ISA eligible funds for you to choose from. Collective investment funds invest in stocks, shares, property and other types of assets. We have around 40 funds for you to choose from. This is a lump sum investment that gives you the chance to invest in stocks, shares, property and other types of assets through our range of around 200 funds. You can invest in up to 10 of these funds at any one time.
What is the minimum investment? £50 a month or a single £500 lump sum. £50 a month or a single £1,000 lump sum. £10,000 lump sum
What is the maximum investment? You can invest up to £11,880 in the Aviva Investors Investment ISA in the current tax year (2014/15). There is no maximum investment. You can invest a maximum of £1,000,000 in our With-Profit funds. There is no maximum for our other funds.
How long do I have to hold my investment? You can hold your investment for as long as you like, but you should think of it as a medium- to long-term investment (typically five to 10 years). You can hold your investment for as long as you like, but you should think of it as a medium- to long-term investment (typically five to 10 years). You can hold your investment for as long as you like, but you should think of it as a medium- to long-term investment (typically five to 10 years).
Can I get hold of my money if I need it? Yes, you can take out some or all of your money at any time without any charges. The minimum amount you can withdraw is £500. Yes, you can take out some or all of your money at any time without any charges. The minimum amount you can withdraw is £250. Yes, you can take regular or one-off withdrawals. The minimum amount is £50 for regular withdrawals and £100 for one-off withdrawals.
Are there any charges? You don't pay any charges for the ISA itself. However, you will pay ongoing charges on the collective investment funds you invest in through your ISA. You can find out more about the charges in the Key Investor Information Document for each fund. You will pay ongoing charges on the collective investment funds. You can find out more about the charges in the Key Investor Information Document for each fund. You will pay an annual management charge for the bond, which will depend on the amount you invest. You may also pay extra charges on the funds you choose to invest in. You can find out more about the charges in the fund guide (PDF 329KB).
Can I move money between funds? Yes, you can move your money between funds up to six times a year. Yes, you can move your money between funds up to six times a year. Yes, you can move your money between funds as often as you like without any charge.
How do I find out more? Find out more about the Aviva Investors Investment ISA and how to apply. Find out more about Aviva Investors collective investment funds and how to apply. Find out more about Select Investment and how to apply.

Things to think about

In providing the information about our products and funds, we haven't taken your individual needs and circumstances into account. This is not a complete product comparison. The tax treatment of these products will depend on your personal circumstances. Tax laws and rules may change in the future. If you are in any doubt about the suitability of the product or fund, you should talk to a financial adviser. If you don't have a financial adviser you can find one in your area at unbiased.co.uk. If you take advice, you may have to pay a charge.

If you take advice from a financial adviser before buying an investment, you have the legal right to compensation if at any time it is shown that a recommendation was unsuitable when it was made. If you don't take advice and later decide the investment is unsuitable, you won't be eligible for any compensation.

The Financial Services Compensation Scheme

You may be covered by the Financial Services Compensation Scheme, which can pay compensation if we are unable to meet our financial obligations. For further information about the Financial Services Compensation Scheme, visit fscs.org.uk.

WC02226 01/2014