Experts' shortlist

Investment help from the experts

See your options in a new light, with funds hand-picked by the analysts at Aviva Investors. Investment values can rise and fall.

Understand the level of risk first: Investing offers the potential for better returns than cash savings over the long term (5+ years). But there are risks, the value of your investments may go down as well as up, and you may get back less than you’ve paid in.

What is the Experts' shortlist?

With so many investment funds out there, making a choice can feel daunting. The team of analysts at Aviva Investors have found funds that they think are worthy of consideration.

The top picks

Covering a range of sectors, the analysts at Aviva Investors believe these funds will deliver capital growth, income or both over the long term.

Regularly reviewed

The funds on the list are checked regularly to make sure they continue to meet their high standards for performance and management.

A range of fund costs

You'll have the option to choose actively managed funds or usually lower-cost passive funds - also called index tracker funds.

Meet the expert Aviva Investors

The team of highly experienced financial analysts are committed to finding investments that suit your needs.

Luca Dal Mas, CFA, CFTE

Multimanager Team Lead
CFA and CFTe Charterholder

Amrish Patel, CFA

Senior Manager Research Analyst
CFA Charterholder

Cameron Falconer, CFA, CAIA

Head of Multi-asset Manager Research

CFA and CAIA Charterholder

Marco Concina

Investment Manager Research Analyst

Invest your way with the Experts' shortlist

When choosing funds, one of the biggest decisions is whether to use an active or passive fund. Here's the difference.

Active funds icon Active funds

These are run by fund managers who carefully select, monitor & re-evaluate the investments in the funds that they believe have the potential to perform better than well-known indices, such as the FTSE All-Share Index. They cover different areas of industry like technology or regions, such as the US.

Passive funds icon Passive funds

Passive (or tracker) funds aim to replicate the performance of an index, like the FTSE All-Share Index. Charges are usually lower than for actively managed funds which can make them a cost-effective way to invest.

Our investment charges

0.35% annual fee

The Aviva Charge for managing your investments is 0.35% of their value, up to £500,000. There’s no charge on any investments above £500,000. So, if you have £100,000 invested with us, you'll pay £350 a year.

Other charges

If you buy or sell funds, there is no charge with Aviva, but other fees may apply.

Depending on the investments you choose, you may have other charges, like fund management charges. You can find a full list of possible charges here.

Why choose the Experts' shortlist for your investments?

If you're looking for more sustainable options, the experts also check these funds for environmental, social and governance (ESG) factors.

Access a wide range of choices from different markets, industries and fund managers.

Our annual fee is transparent, you'll pay just 0.35% on the value of your investments up to £500,000.

With Aviva you can check and change your investments easily and securely 24/7, either online or with the MyAviva app.

Learn about investing

We have a range of useful guides and calculators that can help take the mystery out of investing.

The next steps for your investments

If you'd like to explore beyond the Experts' Shortlist we have other easy options. Pick one or mix and match to invest your way.

Universal retirement fund

Our simplest way to invest in your pension, it changes your investments based on your chosen retirement date.

Ready-made 
funds

Ideal if you want an easy option, these fully managed funds have four different choices with differing risk appetite and goals to choose from.

Self-select
funds

If you’re experienced with investing, risk and happy to take control, then you can buy and sell from the full list of over 5,000 funds.