Managed by You Funds

If you’re a confident investor and want to build and monitor your own portfolio - we offer a range of funds across asset classes and risk profiles with both active and passive choices.

Download our Your Investment Options brochure for details of the funds that may be available to you when you invest with Aviva.

Understanding active funds

Active management is an approach to managing funds where a fund manager actively picks securities, asset classes or collective investment schemes she or he feels are likely to deliver good investment returns. In this type of fund, a fund manager often seeks to outperform a specific benchmark.

Understanding passive funds

An index tracking fund, sometimes called a tracker fund or a passive fund, is one that simply aims to replicate the performance of a given market, represented by an index. Investors typically use index tracking funds as a core part of a broader portfolio. An index tracking fund offers a cost-effective, simple way for customers to access market returns

Our Managed by You range of funds

Asset Class Fund Active/passive Snapshot Factsheet
Cash Cash Fund  Active This fund invests in cash and various money market securities Download
Bond funds Bond Fund  Active This fund invests principally in a portfolio of government fixed interest bonds. The fund is managed against a Eurozone government bond benchmark of 5 year+ Download
Long Bond Fund  Active  This fund invests principally in a portfolio of government fixed interest bonds. The fund is managed against a Eurozone government bond benchmark of 10 years+ Download
Corporate Bond Fund  Active This fund invests principally in a portfolio of high quality corporate bonds Download
L&G Euro Bond Index Fund  Passive The investment objective of the fund is to provide investors with a return in line with the Euro government bond market, as represented by the Barclays Euro Treasury Index1,2 Download
Property funds Irish Property Fund  Active This fund invests principally in high quality Irish commercial property, property-related securities and cash Download
UK Property Fund  Active The fund invests principally in a portfolio of direct property, property related securities, cash, government and other public securities and units in collective investment schemes. The UK Property Fund has a level of hedging that aims to, as closely as possible, remove exposure to changes in the exchange rate between sterling and euro1 Download
Equity funds High Yield Equity Fund  Active This fund invests principally in a portfolio of companies Download
Asia Pacific Equity Income Fund  Active This fund invests principally in a portfolio of companies in the Asia Pacific region excluding Japan Download
Emerging Market Equity Income Fund  Active The objective of the fund is to earn income and increase the value of the shareholder’s investment over time.  The fund invests mainly in equities and equity-related securities of companies in developing or emerging markets1 Download

Eurozone Equity Income Fund

 Active This fund invests principally in a portfolio of companies in the Eurozone region Download
L&G World Equity Index Fund  Passive The investment objective of the fund is to provide investors with a return in line with the performance of the developed world equity market as currently represented by the MSCI World Index (Net Total Return US dollar)1,2,3,4 Not available
L&G Europe (excl. UK) Index Fund  Passive The investment objective of the fund is to provide investors with a return in line with the performance of European equity markets, excluding the UK, as currently represented by the MSCI Europe Ex. UK Index (Net Total Return)1,2,5 Download
L&G Emerging Markets Equity Index Fund  Passive The investment objective of the fund is to provide investors with a return in line with the performance of the Emerging Markets equity market, as currently represented by the MSCI Emerging Markets Index (Net Total Return US dollar)1,2,3 Not available

1. This fund invests in an underlying fund and in some instances a small portion may also be invested in cash for liquidity purposes. The Your Investment Options will provide more details.
2. This is the index the fund tracks as at 1 February 2017 and may be subject to change.
3. The base currency of the index the fund tracks is in US dollars therefore any currency exchange rate movement may cause the value of your investment to fall as well as rise.
4. This fund has not launched yet (February 2017).
5. The MSCI Europe ex UK Index includes countries from Europe and the eurozone.

Some funds described in this brochure may not be available on older products. Please contact your financial broker or our Customer Service Centre on 1890 64 64 64 or csc@aviva.com to see what funds are available to you.

WARNING: The value of your investment may go down as well as up.
WARNING: If you invest in these funds you may lose some or all of the money you invest.
WARNING: The income you get from this investment may go down as well as up.
WARNING: These funds may be affected by changes in currency exchange rates.

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