I have a lump sum to invest

You probably already have a ‘rainy day’ pot to fall back on in case you have any unexpected expenses.  Now you have your sight set on growing your money to meet a longer-term need (5 years plus) even if this means taking more risk. These needs can include:

  • Saving for your children’s future
  • Saving for a deposit for a new home
  • Paying for some future event such as home renovations or buying a new car
  • Paying for a wedding
  • Buying a holiday home abroad
  • Supplementing your income in retirement

If you want to enjoy life’s special moments rather than worry about your finances, Investment Bond from Aviva may the right choice for you.

Investment Bond from Aviva:

Who is it for?

  • You are seeking a better return than you’d get from a savings account, and are prepared to risk getting back less than has been paid in
  • You want the freedom to invest in different funds and asset classes, including our Aviva Investors Multi Strategy (AIMS) Target Return Fund and our Risk Targeted Multi Asset Funds
  • You are looking to invest for a minimum of 5 years
  • You have at least €10,00 to invest (€25,000 if you require regular income)

What are the benefits?

  • You can tailor Investment Bond to your needs with our wide range of funds
  • Flexibility
    • Regular or one-off partial withdrawals available
    • Easy switching between funds
    • Available on a single or joint-life basis, or can be written under trust

Deciding where to invest

You have access to a wide range including our risk targeted Multi Asset Funds (MAFs) and our Aviva Investors Multi-Strategy (AIMS) Target Return Fund

  • Risk Targeted Multi Asset Funds (MAFs): are a one-stop range of funds that allow you spread your risk by investing in a diverse risk of investment types. You can select from three MAF funds each of which has been designed to suit a specific risk profile
  • Aviva Investors Multi Strategy (AIMS) Target Return Fund: The Aviva Investors Multi Strategy (AIMS) Target Return Fund aims to beat the bank and targets a specific level of return. This fund aims to grow your money no matter what the market environment
  • Wide diversification: These funds invest in a wide range of different types of investments and geographies without constraints
  • Dynamic management: Aviva Investors’ Multi Asset Fund team will monitor and review the performance of the investments held within the funds. Aviva Investors, as the Funds Manager will change the funds' exposure to different investments depending on the market environment
  • Backed by experience:  Aviva Investors’ Multi Asset team, have been managing multi asset funds for over a decade and they manage over €90 billion in multi asset funds. (Source: Aviva Investors 31 December 2014)
  • Attractively priced: These funds are available at competitive fund management charges

Your Financial Broker will help you decide the right investment portfolio to meet your financial goals and attitude to risk.

Warning: The value of your investment may go down as well as up.
Warning: If you invest in this product you may lose some or all of the money you invest.
Warning: Past performance is not a reliable guide to future performance.
Warning: This product may be affected by changes in currency exchange rates.
Warning: Withdrawals and switches from funds investing directly or indirectly in property may be deferred for up to 6 months.
Warning: Withdrawals and switches from all other funds may be deferred for up to 3 months.

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