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Remember, past performance is not a reliable indicator of future results. The value of your investment can go down as well as up, and you may get back less than has been invested. Make sure you view the full details of a fund and read the Key Investor Information Document (KIID) to help you make an informed investment decision.

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Ongoing charges figure (OCF) Help content for Ongoing charges figure (OCF)

Risk rating Help content for Risk rating

Fund management style Help content for Fund management style

Environmental, Social and Governance (ESG) Help content for Environmental, Social and Governance (ESG)

Experts' shortlist Help content for Experts' shortlist

5039 funds available

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Data explainedData explained

Overview

Ongoing charges figure (OCF)
1.530%
Risk rating
5 - medium to high
Yield
-

Past performance

09/10/24 - 09/10/25
12.834%
09/10/23 - 09/10/24
24.371%
09/10/22 - 09/10/23
3.550%
09/10/21 - 09/10/22
-1.260%
09/10/20 - 09/10/21
33.285%

Overview

Ongoing charges figure (OCF)
0.860%
Risk rating
4 - medium
Yield
6.300%

Past performance

09/10/24 - 09/10/25
3.864%
09/10/23 - 09/10/24
0.769%
09/10/22 - 09/10/23
-10.114%
09/10/21 - 09/10/22
9.488%
09/10/20 - 09/10/21
-6.199%

Overview

Ongoing charges figure (OCF)
0.860%
Risk rating
4 - medium
Yield
3.790%

Past performance

09/10/24 - 09/10/25
5.174%
09/10/23 - 09/10/24
6.771%
09/10/22 - 09/10/23
-1.978%
09/10/21 - 09/10/22
-12.126%
09/10/20 - 09/10/21
-2.326%

Overview

Ongoing charges figure (OCF)
0.900%
Risk rating
6 - high
Yield
-

Past performance

09/10/24 - 09/10/25
7.712%
09/10/23 - 09/10/24
13.632%
09/10/22 - 09/10/23
9.840%
09/10/21 - 09/10/22
-7.700%
09/10/20 - 09/10/21
-

Overview

Ongoing charges figure (OCF)
0.870%
Risk rating
4 - medium
Yield
5.220%

Past performance

09/10/24 - 09/10/25
5.196%
09/10/23 - 09/10/24
6.485%
09/10/22 - 09/10/23
-6.368%
09/10/21 - 09/10/22
-1.803%
09/10/20 - 09/10/21
-5.112%

Overview

Ongoing charges figure (OCF)
0.870%
Risk rating
4 - medium
Yield
5.220%

Past performance

09/10/24 - 09/10/25
6.624%
09/10/23 - 09/10/24
12.847%
09/10/22 - 09/10/23
1.649%
09/10/21 - 09/10/22
-21.339%
09/10/20 - 09/10/21
-1.299%

Overview

Ongoing charges figure (OCF)
1.310%
Risk rating
6 - high
Yield
-

Past performance

09/10/24 - 09/10/25
18.362%
09/10/23 - 09/10/24
-4.065%
09/10/22 - 09/10/23
-8.588%
09/10/21 - 09/10/22
33.077%
09/10/20 - 09/10/21
7.438%

Overview

Ongoing charges figure (OCF)
0.900%
Risk rating
3 - low to medium
Yield
-

Past performance

09/10/24 - 09/10/25
5.231%
09/10/23 - 09/10/24
9.614%
09/10/22 - 09/10/23
1.102%
09/10/21 - 09/10/22
-
09/10/20 - 09/10/21
-

Overview

Ongoing charges figure (OCF)
0.528%
Risk rating
4 - medium
Yield
7.640%

Past performance

09/10/24 - 09/10/25
4.629%
09/10/23 - 09/10/24
11.814%
09/10/22 - 09/10/23
0.764%
09/10/21 - 09/10/22
-15.822%
09/10/20 - 09/10/21
5.472%

Overview

Ongoing charges figure (OCF)
0.819%
Risk rating
5 - medium to high
Yield
4.790%

Past performance

09/10/24 - 09/10/25
12.334%
09/10/23 - 09/10/24
20.115%
09/10/22 - 09/10/23
-12.465%
09/10/21 - 09/10/22
12.163%
09/10/20 - 09/10/21
9.247%

Showing 167 of 504

All fund data is provided by Broadridge, with the exception of price and performance data, which is provided by FE.

Nothing on this site is personalised advice or a recommendation. If you need a personalised recommendation based on your personal circumstances, you should seek financial advice.

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Filter

Markets

Markets are a way of dividing the large number of funds available into smaller groups that invest in similar asset types, such as equities or fixed income, or investment strategies. This enables comparison of performance and charges of funds within the same group.

Geographic region

Geographic region refers to the location in which the fund is mainly invested, for example a UK equity fund would be expected to invest in the shares of companies listed on the UK stock market.

Ongoing charges figure (OCF)

This charge is levied by the fund management company to cover the costs and expenses of managing the fund. The ongoing charge excludes any performance fees or portfolio transaction costs. Please note, the OCF is variable and may change over time.

Risk rating

The risk indicator shows the level of risk of a fund on a scale of 1 to 7, where 1 represents lower risk funds with potentially lower returns and 7 represents higher risk funds with potentially higher returns but a greater chance that you could lose money. The risk indicator is based on historical data so it may not be a reliable indication of the future risk profile of a fund, and it may change over time. Even the lowest risk fund will carry some risk, so you may not get back the original amount you invested. More information can be found in the fund's KIID.

Fund management style

In an active fund, the fund provider will try to maximise its performance. A passive fund (index tracker) will aim to track the performance of an index (e.g. FTSE 100) or commodity (e.g. gold).

Environmental, Social and Governance (ESG)

We use the MSCI fund ratings to select our funds, if you are interested in learning more about how MSCI evaluates funds, the full and up-to-date comprehensive ESG Ratings Methodology can be found here: ESG Ratings Methodology.

Environmental Issues

High impact fossil fuels: Minimise companies with reserves of the most environmentally damaging fossil fuels.

Nuclear power: Reduce companies that support or invest in nuclear power.

Environmental controversies: Reduce companies facing environmental controversies related to land, air, and water pollution.

Water waste: Reduce companies that use excessive amounts of water, especially in water-scarce areas.

Palm oil: Reduce companies that produce, distribute or own palm oil.

Social Issues

Unfair employment practices: Reduce employers who don't have fair labour practices.

Controversial military weapons: Reduce companies linked to controversial military weapons.

Gambling, Alcohol and Tobacco: Reduce companies that support or invest in gambling, alcohol and tobacco.

Animal testing: Reduce companies that test products on animals.

Adult entertainment: Reduce companies that support or invest in adult entertainment.

Governance Issues

Gender diverse leadership: Reduce companies with no female directors on their boards.

Major governance controversies: Reduce companies facing serious controversies related to financial crime or unethical governance.

Major customer controversies: Reduce companies facing serious controversies in areas like privacy, product safety, or competitive practices.

Experts' shortlist

Aviva Investors have put together a list of funds they believe stand out from the crowd and are worth your consideration. These funds have passed specific checks and tests and are reviewed regularly to ensure they meet the high standards of the shortlist.

Data explained

Ongoing charges figure (OCF)

This charge is levied by the fund management company to cover the costs and expenses of managing the fund. The ongoing charge excludes any performance fees or portfolio transaction costs. Please note, the OCF is variable and may change over time.

Risk rating

The risk indicator shows the level of risk of a fund on a scale of 1 to 7, where 1 represents lower risk funds with potentially lower returns and 7 represents higher risk funds with potentially higher returns but a greater chance that you could lose money. The risk indicator is based on historical data so it may not be a reliable indication of the future risk profile of a fund, and it may change over time. Even the lowest risk fund will carry some risk, so you may not get back the original amount you invested. More information can be found in the fund's KIID.

Yield

The variable percentage yield based on the fund's last reported annual distribution and the latest closing price.

Past performance

The performance of the fund expressed as a percentage based on a set period of time, usually a 12-month period and displayed for the last 5 years where the fund has been available to invest over that period.

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