Periodic Disclosure Documents

These documents are designed to support both pension and personal savers and investors in understanding the ESG (environmental, social and governance) characteristics of the funds and how the manager will achieve the funds stated objectives.
  • From 1 January 2023, SFDR (sustainable finance disclosure regulation) introduces a requirement for each fund designated as Article 8 “light green” or Article 9 “dark green” to provide an additional annual document known as a Periodic Disclosure. This document is to be made available to support investors across pensions, savings, and investment products in understanding the ESG (environmental, social, and governance) characteristics of the fund and how the manager will achieve the fund’s stated objectives. These documents should be read in conjunction with other key literature relating to the fund range offered by Aviva.
  • The documents published on the Aviva website have been provided by the relevant fund manager and may reflect the ESG status of the underlying fund in which the Aviva fund invests. They have been published in full as provided by the fund manager to Aviva without change. Where Aviva has not received a document from the relevant Fund Manager for any funds designated as Article 8, we will publish these at the earliest opportunity in the future and notify accordingly of updates.
  • These documents are subject to change in the future and Aviva will endeavour to ensure that the most recent documents are published to our websites, at the earliest opportunity after receiving the update from the Fund Manager.
  • The full range of our Article 8 Funds are available through the following products: Personal Pension, Retail Master Trust, Personal Retirement Savings Account (PRSA), Approved Retirement Fund (ARF), Savings and Investment products
  • The Article 8 Funds listed below offered by Aviva are available for customers investing in our Corporate Master Trust:  are Aviva Multi Asset ESG Active Funds, Aviva ESG Multi Asset Passive Plus Funds, Aviva Fixed Allocation Funds, Cantor Multi Asset Funds, LGIM Multi-Index Funds, Bond Fund, Long Bond Fund, Corporate Bond fund, Cash Fund, High Yield Equity Fund & Irish Commercial Property Fund.
  • Updates related to the funds you are invested in are provided in your annual benefit statement (ABS).  You should review your annual benefit statement in conjunction with the relevant periodic disclosure available on this website.
  • In order to invest in any of the Managed by You (SDIO) funds, a policyholder will be required to take out an account with Cantor Fitzgerald. 
  • The links to the Managed by You (SDIO) funds are to third party fund manager websites. The fund managers are responsible for updating the content within their literature. 
  • Where relevant in the Managed by You (SDIO) section, the periodic disclosure will be contained within the document titled “Annual Accounts”.