Pre-contractual Disclosure Documents

These pre-contractual disclosures will help you understand, compare, and monitor the sustainability characteristics of different Funds available.
  • From 1 January 2023, SFDR (sustainable finance disclosure regulation) introduces a new requirement for each fund designated as Article 8 “light green” or Article 9 “dark green” to provide an additional pre-sale document known as a Pre Contractual Disclosure Document. This new 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.
  • 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 pre-contractual disclosure will be contained within the document titled “Prospectus”.

Managed for You Funds Show more Show less

Managed for You Funds - download Managed for You Funds

  1. Multi-Asset ESG Active 3

    PDF (1.2 MB)

  2. Multi-Asset ESG Active 4

    PDF (1.2 MB)

  3. Multi-Asset ESG Active 5

    PDF (1.2 MB)

  4. Multi-Asset ESG Passive Plus 3

    PDF (1.2 MB)

  5. Multi-Asset ESG Passive Plus 4

    PDF (1.2 MB)

  6. Multi-Asset ESG Passive Plus 5

    PDF (1.2 MB)

  7. Fixed ESG 20

    PDF (1.2 MB)

  8. Fixed ESG 40

    PDF (1.2 MB)

  9. Fixed ESG 60

    PDF (1.2 MB)

  10. Fixed ESG 80

    PDF (1.2 MB)

Managed with You Funds Show more Show less

Managed with You Funds - download Managed with You Funds

  1. Abrdn Mid-Cap Global Equity Fund

    PDF (877.1 KB)

  2. Aviva Investors Multi-Strategy (AIMS) Target Return Fund (Ireland)

    PDF (1.2 MB)

  3. Bond Fund

    PDF (640.2 KB)

  4. Cantor Fitzgerald MA 30

    PDF (408.4 KB)

  5. Cantor Fitzgerald MA 50

    PDF (923.5 KB)

  6. Cantor Fitzgerald MA 70

    PDF (922.5 KB)

  7. Cash

    (0 KB)

  8. Concept K

    PDF (439.8 KB)

  9. Corporate Bond Fund

    PDF (639.1 KB)

  10. European Equity ESG Passive Fund

    PDF (1.2 MB)

Managed with You Funds - download Managed with You Funds

  1. Global Equity Emerging Market Fund

    PDF (1.2 MB)

  2. Global Leaders Equity Fund

    PDF (1.2 MB)

  3. Global Passive ESG Equity Fund

    PDF (1.2 MB)

  4. High Yield

    PDF (1.2 MB)

  5. Irish Commercial Property Fund

    PDF (1.5 MB)

  6. L&G Multi-Index III Fund

    PDF (421.3 KB)

  7. L&G Multi-Index IV Fund

    PDF (421.3 KB)

  8. L&G Multi-Index V Fund

    PDF (422.0 KB)

  9. Long Bond

    PDF (640.4 KB)

  10. Stewardship Ethical Fund

    PDF (947.4 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 SFDR Disclosure
Lazard Lazard Global Listed Infrastructure Equity Fund Equity 8 SFDR Disclosure
Fundsmith Fundsmith Equity Feeder Fund Equity 8 SFDR Disclosure
Muzinich Muzinich Enhanced Yield Fund Bond 8 SFDR Disclosure
Cantor Fitzgerald Asset Management CFAM - Green Effects Fund Equity 9 SFDR Disclosure
Greenman Greenman Open Property 9 SFDR Disclosure

SFDR Date of Disclosure Update Show more Show less

Fund Manager Fund Pre-Contractual Disclosure Updated Pre-Contractual Disclosure Updates Included
Abrdn Abrdn Smaller Companies Global Equity Fund May-25 Template updated in line with changes required under SFDR disclosures regulation
Abrdn Abrdn Mid Cap Equity Fund May-25 Template updated in line with changes required under SFDR disclosures regulation
Aviva Aviva Irish Commercial Property Fund Apr-25 Template updated in line with changes required under SFDR disclosures regulation
Aviva Investors Corporate Bond Fund Apr-25 Template updated in line with changes required under SFDR disclosures regulation
Aviva Investors Multi-Asset ESG Active 3 Apr-25 Template updated in line with changes required under SFDR disclosures regulation
Aviva Investors Multi-Asset ESG Active 4 Apr-25 Template updated in line with changes required under SFDR disclosures regulation
Aviva Investors Multi-Asset ESG Active 5 Apr-25 Template updated in line with changes required under SFDR disclosures regulation
Aviva Investors Aviva Investors Multi-Strategy (AIMS) Target Return Fund (Ireland) Apr-25 Template updated in line with changes required under SFDR disclosures regulation
Aviva Investors High Yield Equity Fund Apr-25 Template updated in line with changes required under SFDR disclosures regulation
Aviva Investors Long Bond Fund Apr-25 Template updated in line with changes required under SFDR disclosures regulation
Aviva Investors Bond Fund Apr-25 Template updated in line with changes required under SFDR disclosures regulation
Aviva Investors Cash Fund Apr-25 Template updated in line with changes required under SFDR disclosures regulation
Aviva Investors Multi-Asset ESG Passive Plus 3 Apr-25 Template updated in line with changes required under SFDR disclosures regulation
Aviva Investors Multi-Asset ESG Passive Plus 4 Apr-25 Template updated in line with changes required under SFDR disclosures regulation
Aviva Investors Multi-Asset ESG Passive Plus 5 Apr-25 Template updated in line with changes required under SFDR disclosures regulation
Aviva Investors Fixed Allocation 20 Apr-25 Template updated in line with changes required under SFDR disclosures regulation
Aviva Investors Fixed Allocation 40 Apr-25 Template updated in line with changes required under SFDR disclosures regulation
Aviva Investors Fixed Allocation 60 Apr-25 Template updated in line with changes required under SFDR disclosures regulation
Aviva Investors Fixed Allocation 80 Apr-25 Template updated in line with changes required under SFDR disclosures regulation
Aviva Investors Global Equity Emerging Mkts Fund Apr-25 Template updated in line with changes required under SFDR disclosures regulation
Aviva Investors Global Leaders Equity Fund Apr-25 Template updated in line with changes required under SFDR disclosures regulation
Aviva Investors Global Equity ESG Passive Fund Apr-25 Template updated in line with changes required under SFDR disclosures regulation
Aviva Investors European Equity ESG Passive Fund Apr-25 Template updated in line with changes required under SFDR disclosures regulation
Cantor Fitzgerald Asset Management Cantor Fitzgerald MA 30 Fund Apr-24 Template updated in line with changes required under SFDR disclosures regulation
Cantor Fitzgerald Asset Management Cantor Fitzgerald MA 50 Fund Apr-24 Template updated in line with changes required under SFDR disclosures regulation
Cantor Fitzgerald Asset Management Cantor Fitzgerald MA 70 Fund Apr-24 Template updated in line with changes required under SFDR disclosures regulation
Columbia Threadneedle Stewardship Ethical Fund Dec-24 Template updated in line with changes required under SFDR disclosures regulation
DWS Concept K Fund Nov-24 Template updated in line with changes required under SFDR disclosures regulation
LGIM L&G Multi-Index III Fund Jul-24 Template updated in line with changes required under SFDR disclosures regulation
LGIM L&G Multi-Index IV Fund Jul-24 Template updated in line with changes required under SFDR disclosures regulation
LGIM L&G Multi-Index V Fund Jul-24 Template updated in line with changes required under SFDR disclosures regulation