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See investment options

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Funds you have chosen

What percentage of the amount you are transferring would you like to assign to each investment?

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Percentage remaining - will be left in cash
100.00 %

Why would I leave my money in cash?

You can hold your money in cash and choose your investments later. If you want to withdraw money immediately, the amount you want to withdraw needs to be available in your account as cash, with no transactions pending.

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.

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100.00 %

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Ready made funds

Let's start by finding the right fund for you to invest in.

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Step 1: Choose your fund type

You can invest in a growth or income fund. If you choose a growth fund, then you choose your risk level too. (Help?)

How do they work?

Growth and income funds invest in similar assets – such as bonds, company shares, property and cash. Growth funds aim to increase the value of your investments, so you can potentially sell for a profit in the future. Meanwhile, income funds aim to give you a regular income.

Remember, the value of your investment can go down as well as up, and you may get back less than the amount paid in.

Step 2: Choose your risk level

Now select the level of risk you want your fund to be managed with.

What's the difference between risk types?

You can choose from four different levels of risk, from lower through to higher. The risk level will determine the level of potential returns you'll get from your growth fund. With each risk level, we've added a guide of what to expect a fund at that level of risk to offer.

You should look into the specific features of the fund shown to ensure it meets your needs and you are happy to invest in it.

How do they work?

A higher risk level may offer a potentially higher return. However, this means you could also be exposed to higher losses. A lower risk level does the opposite - offering lower returns, but potentially smaller losses.

Aviva Financial Advice

If you're looking for help with your investment options, the Aviva Financial Advice Team can help you establish if financial advice is suitable.

Contact us

Still need some help? Just give us a call.

0800 285 1088

Monday to Friday: 8:00am - 5:30pm

Weekends and bank holidays: Closed

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Active investments aim to beat the market such as the FTSE All-Share Index by using professional fund managers who decide where to invest.

Passive investments aim to track or replicate markets such as the FTSE All-Share Index.

Ready-made funds do not necessarily incorporate environmental, social and governance factors (ESG), or have responsible investment objectives. While ESG factors can be considered when choosing investments for these funds, it's not the key criteria that determines what investments are selected.