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”.
Managed for You Funds Show more Show less
Managed for You Funds - download Managed for You Funds
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Multi-Asset ESG Active 3
PDF (365.8 KB)
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Multi-Asset ESG Active 4
PDF (365.8 KB)
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Multi-Asset ESG Active 4
PDF (367.9 KB)
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Multi-Asset ESG Passive Plus 3
PDF (366.4 KB)
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Multi-Asset ESG Passive Plus 4
PDF (366.1 KB)
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Multi-Asset ESG Passive Plus 5
PDF (367.9 KB)
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Fixed ESG 20
PDF (357.4 KB)
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Fixed ESG 40
PDF (358.1 KB)
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Fixed ESG 80
PDF (354.1 KB)
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Fixed ESG 60
PDF (353.7 KB)
Managed with You Funds Show more Show less
Managed with You Funds - download Managed with You Funds
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Abrdn Mid-Cap Global Equity Fund
PDF (1.0 MB)
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Abrdn Smaller Companies Global Equity Fund
PDF (730.4 KB)
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Aviva Investors Multi-Strategy (AIMS) Target Return Fund (Ireland)
PDF (353.2 KB)
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Bond Fund
PDF (339.2 KB)
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Cantor Fitzgerald MA 30
PDF (829.0 KB)
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Cantor Fitzgerald MA 50
PDF (831.7 KB)
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Cantor Fitzgerald MA 70
PDF (829.5 KB)
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Cash
PDF (320.4 KB)
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Concept K
PDF (354.1 KB)
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Corporate Bond Fund
PDF (361.6 KB)
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European Equity ESG Passive Fund
PDF (353.3 KB)
Managed with You Funds - download Managed with You Funds
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Global Equity Emerging Market Fund
PDF (355.4 KB)
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Global Leaders Equity Fund
PDF (352.6 KB)
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Global Passive ESG Equity Fund
PDF (351.7 KB)
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High Yield
PDF (352.2 KB)
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Irish Commercial Property Fund
PDF (1.6 MB)
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L&G Multi-Index III Fund
PDF (974.7 KB)
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L&G Multi-Index IV Fund
PDF (976.3 KB)
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L&G Multi-Index V Fund
PDF (976.1 KB)
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Long Bond
PDF (336.9 KB)
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Stewardship Ethical Fund
PDF (353.2 KB)
Managed by You Funds (SDIO) Show more Show less
| Fund Manager | Fund Name | Asset Class | SFDR Classification | SFDR Disclosure |
|---|---|---|---|---|
| Columbia Threadneedle | Threadneedle European Select Fund | Equity | 8 | SFDR Disclosure |
| M&G | M&G Dynamic Allocation Fund | Multi-Asset | 8 | SFDR Disclosure |
| M&G | M&G Optimal Income Fund | Bond | 8 | SDFR Disclosure |
| Lazard | Lazard Global Listed Infrastructure Equity Fund | Equity | 8 | SFDR Disclosure |
| Fundsmith | Fundsmith Equity Feeder Fund | Equity | 8 | SDFR Disclosure |
| Muzinich | Muzinich Enhanced Yield Fund | Bond | 8 | SDFR Disclosure |
| Cantor Fitzgerald Asset Management | CFAM - Green Effects Fund | Equity | 9 | SFDR Disclosure |
| Greenman | Greenman Fund | Property | 9 | SFDR Disclosure |
SFDR Date of Disclosure Update Show more Show less
| Fund | Periodic Disclosures Updated | Periodic Disclosure Updates Included |
|---|---|---|
| Abrdn Smaller Companies Global Equity Fund | August 2024 | Template updated in line with changes required under SFDR disclosures regulation |
| Abrdn Mid Cap Equity Fund | August 2024 | Template updated in line with changes required under SFDR disclosures regulation |
| Aviva Irish Commercial Property Fund | June 2024 | Template updated in line with changes required under SFDR disclosures regulation |
| Corporate Bond Fund | August 2024 | Template updated in line with changes required under SFDR disclosures regulation |
| Multi-Asset ESG Active 3 | August 2024 | Template updated in line with changes required under SFDR disclosures regulation |
| Multi-Asset ESG Active 4 | August 2024 | Template updated in line with changes required under SFDR disclosures regulation |
| Multi-Asset ESG Active 5 | August 2024 | Template updated in line with changes required under SFDR disclosures regulation |
| Aviva Investors Multi-Strategy (AIMS) Target Return Fund (Ireland) | August 2024 | Template updated in line with changes required under SFDR disclosures regulation |
| High Yield Equity Fund | August 2024 | Template updated in line with changes required under SFDR disclosures regulation |
| Long Bond Fund | August 2024 | Template updated in line with changes required under SFDR disclosures regulation |
| Bond Fund | August 2024 | Template updated in line with changes required under SFDR disclosures regulation |
| Cash Fund | August 2024 | Template updated in line with changes required under SFDR disclosures regulation |
| Multi-Asset ESG Passive Plus 3 | August 2024 | Template updated in line with changes required under SFDR disclosures regulation |
| Multi-Asset ESG Passive Plus 4 | August 2024 | Template updated in line with changes required under SFDR disclosures regulation |
| Multi-Asset ESG Passive Plus 5 | August 2024 | Template updated in line with changes required under SFDR disclosures regulation |
| Fixed Allocation 20 | August 2024 | Template updated in line with changes required under SFDR disclosures regulation |
| Fixed Allocation 40 | August 2024 | Template updated in line with changes required under SFDR disclosures regulation |
| Fixed Allocation 60 | August 2024 | Template updated in line with changes required under SFDR disclosures regulation |
| Fixed Allocation 80 | August 2024 | Template updated in line with changes required under SFDR disclosures regulation |
| Global Equity Emerging Mkts Fund | August 2024 | Template updated in line with changes required under SFDR disclosures regulation |
| Global Leaders Equity Fund | August 2024 | Template updated in line with changes required under SFDR disclosures regulation |
| Global Equity ESG Passive Fund | August 2024 | Template updated in line with changes required under SFDR disclosures regulation |
| European Equity ESG Passive Fund | August 2024 | Template updated in line with changes required under SFDR disclosures regulation |
| Cantor Fitzgerald MA 30 Fund | June 2024 | Template updated in line with changes required under SFDR disclosures regulation |
| Cantor Fitzgerald MA 50 Fund | June 2024 | Template updated in line with changes required under SFDR disclosures regulation |
| Cantor Fitzgerald MA 70 Fund | June 2024 | Template updated in line with changes required under SFDR disclosures regulation |
| Stewardship Ethical Fund | June 2024 | Template updated in line with changes required under SFDR disclosures regulation |
| Concept K Fund | June 2024 | Template updated in line with changes required under SFDR disclosures regulation |
| L&G Multi-Index III Fund | September 2024 | Template updated in line with changes required under SFDR disclosures regulation |
| L&G Multi-Index IV Fund | September 2024 | Template updated in line with changes required under SFDR disclosures regulation |
| L&G Multi-Index V Fund4 | September 2024 | Template updated in line with changes required under SFDR disclosures regulation |