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Fund performance

How our With-Profit Fund has performed

You can view the annual performance of our With-Profit Sub Funds in our Information Sheet below.

Old & New With-Profits Sub Funds

With-Profits Sub Fund

Provident Mutual Sub Fund

Stakeholder With-Profits Sub Fund

If you don’t know which sub fund you are invested in please follow the ‘What type of product do you have?’ decision tree in Guide to your fund – including Principles and Practices of Financial Management.

To find the fund fact sheet relevant to your product, you can access the fund centre and type in the fund name as it appears on your annual statement.

You will be able to find the correct documents for your policy. You will need your annual statement to hand to help guide you through it.

The graph below also shows how the returns from our with-profit bond compare to the FTSE® 100. The values are after tax and include all product charges.

Please note: these figures only show what’s happened in the past and don’t indicate how the Fund will perform in the future.

Click to view the full size chart graphic

View the full size graph

Aviva with-profit bond - With smoothing we keep back some of the returns the With-Profit Fund earns in good investment years and use them to help pay bonuses in poor investment years. (Losses made in poor investment years may also reduce returns in the good years).

The graph shows that the value of a with-profits investment is not guaranteed and may go up or down depending on investment conditions. You may not get back the amount you invested.

We've based the graph on an investment of £50,000 in our Portfolio Bond on 1 April 1993. It includes any early exit charges or market value reductions. The graph shows the returns through to 1 April 2015. The performance shown does not include any distribution of extra assets from the With-Profit Fund.

This graph is simply to show you how an investment in our With-Profit Fund fared over the years. The performance shown does not include any distribution of extra assets from the With-Profit Fund. We've used the Portfolio Bond because it's our bond with the longest performance history. With-profits is intended to be a long-term investment. The Portfolio Bond is no longer open to new investments. If you would like to invest in the With-Profit Fund through a bond, you can do so through our current investment bond, Select Investment which launched on 17 September 2012.

The performance for Select Investment will be different to that shown in this graph. Select Investment invests in the same With-Profit Fund, but has lower charges than the Portfolio Bond, which affects the returns you'll get.

FTSE® 100* - volatile returns from investments made purely in shares.

(Source: Lipper IM, £50,000 investment from 1 April 1993 to 1 April 2015).

* FTSE International Limited (“FTSE”) © FTSE [2014]. FTSE® is a trade mark of the London Stock Exchange Group companies and is used by FTSE under licence. All rights in the FTSE indices and / or FTSE ratings vest in FTSE and/or its licensors. Neither FTSE nor its licensors accept any liability for any errors or omissions in the FTSE indices and / or FTSE ratings or underlying data. No further distribution of FTSE Data is permitted without FTSE’s express written consent.

WC02147 04/2015

Contact us

If you're a new customer you can talk to us on:

0800 015 4785

Monday to Friday
8.00am - 9.00pm
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10.00am - 4.00pm

Calls may be recorded and/or monitored for our joint protection.


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