Funds for Life products

For Aviva and ex-Friends Life policies

Our range of Aviva and ex-Friends Life funds

We have a range of Aviva and ex-Friends Life funds for your life policies. Once you’ve read all the important information, you can check out the Aviva Fund Centre to see our fund range. 

If you’re new to investing, then take a look at how to get started with investing.

 


Aviva

Each product has a specific range of funds to choose from, which is usually denoted by the 'fund series'. If a fund has more than one series there may be a difference in the unit prices and charges. If you’re an existing customer, you will have been assigned a particular fund series when your investment started.

Tip: If you're unsure of your product name or fund series, you can check your annual statement (the fund series will be displayed as ‘S2’ or ‘(CGU)’ for example). If you don’t have your annual statement to hand, you can check our list of products shown below.

Product Name Fund Series
Portfolio Bonds which started between 2 October 2000 and 6 July 2003 and for FlexiBonds which started on or after 2 October 2000 Life Series 1
For Homemaker Plus policies which started on or after 2 October 2000
Life Series 2
For Bond 2000s which started on or after 2 October 2000
Life Series 3
For Portfolio bonds which started on or after 7 July 2003, Select Investment bonds and Co-operative Investment Bonds  Life Series 4
For Portfolio Bonds taken out with CGU Life
CGU Life
For Homemaker Plus policies taken out with CGU Life
CGU Life Series 2
For Life policies such as endowments and bonds taken out with GA Life
General Accident Life (GA)
For Life policies such as endowments and bonds taken out with Norwich Union before 2 October 2000
Norwich Union Life (NU)
For Life policies such as endowments and bonds taken out with Commercial Union
Commercial Union Life (CU)
For Life policies such as endowments and bonds taken out with Provident Mutual
Provident Mutual Life (PM)
For Life policies such as endowments and bonds taken out with National Westminster Life Assurance (transferred to Aviva Life & Pensions UK Limited on 30 September 2011) Ex National Westminster Life Assurance
For Life policies such as endowments and bonds taken out with Royal Scottish Assurance (transferred to Aviva Life & Pensions UK Limited) Ex Royal Scottish Assurance

Ex-Friends Life

Here you can find more information about the performance of ex-Friends Life funds

Product description
Life products originally purchased from London & Manchester
Life products originally purchased from National Mutual
Life products originally purchased from Friends Provident or Friends Life that include internal funds
Life products originally purchased from Friends Provident or Friends Life that include funds managed by other fund managers (external funds)
Life products originally purchased from AXA Sun Life taken out from May 2002 with a policy number starting 200
MLC Investment Bond originally purchased from AXA Sun Life
Premium Select Bond originally purchased from AXA Sun Life
Life products originally purchased from Equity & Law or Sun Life
Life products originally purchased from Winterthur

Charges

If a fund has a particular charge, you’ll see this disclosed on the Aviva Fund Centre. This charge is in addition to your product charges, which you’ll find details of in your policy documents.

Annual charge
This charge is taken into account in the buying or selling price.

Extra management charge/additional yearly charge
With certain funds you’ll have to pay an extra charge; this reflects the extra cost of managing these funds. The charge you'll pay will vary depending on the fund you choose. For bond customers: for funds with a guarantee, the extra charge will only apply up to the guarantee point.

Total additional yearly charge
This is the total sum of the extra management charge/additional yearly charge and any fund manager expense charge (FMEC).

Fund manager expense charge (FMEC)
FMECs are additional charges that cover the fund manager’s expenses connected with buying, selling, valuing, owning and maintaining the assets in the funds. This charge is taken into account in the unit price. FMECs may vary from year to year.

View our fund range

Once you’ve read all the important documents, you’re ready to view our fund range.

How to change funds

Change Aviva and ex-Friends Life funds in a few simple ways, depending on your type of plan.

Monday to Friday: 9:00 17:30

Saturday: 8:30 14:00

Endowments

0800 092 2436

Monday to Friday: 9:00 17:00

Complete a form

Download and complete our switch form (if your plan isn’t covered by this form, just give us a call)

Download bond switching form (142.9 KB PDF)

 

Ex-Friends Life

You can change your ex-Friends Life fund by sending instructions by post. We may, for single life policies, also be able to accept your instructions by other methods. Visit our contact us page to find the appropriate address or number for your policy.

All legal owners and Trustees (if applicable) of the policy must sign written instructions. If you're unsure who has to sign to agree to the switch or redirection, please contact us and we'll let you know.

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