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.

Aviva Life & Pensions Ireland Designated Activity Company, a private company limited by shares. Registered in Ireland No. 165970. Registered office at Building 12, Cherrywood Business Park, Loughlinstown, Co. Dublin, D18 W2P5. Aviva Life & Pensions Ireland Designated Activity Company, trading as Aviva Life & Pensions Ireland and Friends First, is regulated by the Central Bank of Ireland. Tel (01) 898 7950.