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Please note, you also need cash to pay for any charges and investments may be sold to cover a charge if cash is not available. Holding money in cash carries the risk that inflation will reduce its spending power over time.
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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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