An attractive fixed return for your money
If you are looking for an attractive rate of return on your investments or pension, the Aviva Fixed Deposit Fund may be the right choice for you. This Fund is available through your Financial Broker.
| Aviva 5 Year & 6 Month Fixed Deposit Series 7 | |
|---|---|
| Deposit Rate | Gross Total Return of 19.15%1 equating to a 3.23% Gross AER |
| Maturity | 25 April 2030 |
| Closing Date | We are closing the Fund on 11 October 2024 or earlier if oversubscribed. |
| Deposit Start Date | The deposit start date for this Fund is 25 October 2024. |
| Risk Rating | Rating 1 out of 7 (low risk) as of 01 August 2024 |
| Annual Management Charge | Charge Standard Annual Management Charge2 |
| Who can invest in this Fund? | This Fund is available through the following single contribution products open to new business2 :
Investment Bond
Personal Pensions, PRSAs, Personal Retirement Bonds, Retail Master Trust, Pension Investment Bond
Approved Retirement Fund
Top-ups are only available through certain products launched since 2020. Please contact your Financial Broker for more information. |
| Standalone or part of a portfolio | You can invest in this Fund on a standalone basis or as part of a diversified portfolio. |
1. The gross returns and AER stated is before the deduction of charges and any applicable imputed distribution payments, life assurance premium levy, and relevant taxes. The returns are only applicable on the Fund’s maturity date.
2. The product documentation indicates product charges, minimum premiums, and applicable taxes. As this is a fixed-term investment, the annual management charge will be accrued within the daily fund price and deducted from the final maturity proceeds received from Societe Generale. The final fund price will reflect the net return after deducting all fees. Our Customer Experience Team must receive full application documentation (including a fully completed application form. declaration, and anti-money laundering requirements). Otherwise, you will not be allowed to invest in this Fund.