SFDR Website Disclosures

These website 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 document known as a website disclosure. 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 funds 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 are the earliest opportunity in the future.
  • 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.

Managed for You Funds Show more Show less

Managed for You Funds - download Managed for You Funds

  1. Multi-Asset ESG Active 3

    PDF (329.5 KB)

  2. Multi-Asset ESG Active 4

    PDF (329.5 KB)

  3. Multi-Asset ESG Active 5

    PDF (344.1 KB)

  4. Multi-Asset ESG Passive Plus 3

    PDF (334.3 KB)

  5. Multi-Asset ESG Passive Plus 4

    PDF (348.4 KB)

  6. Multi-Asset ESG Passive Plus 5

    PDF (349.6 KB)

  7. Fixed ESG 20

    PDF (341.9 KB)

  8. Fixed ESG 40

    PDF (328.0 KB)

  9. Fixed ESG 60

    PDF (328.1 KB)

  10. Fixed ESG 80

    PDF (342.2 KB)

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 (332.1 KB)

  2. Abrdn Smaller Companies Global Equity Fund

    PDF (199.0 KB)

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

    PDF (314.0 KB)

  4. Bond Fund

    PDF (330.3 KB)

  5. Cantor Fitzgerald MA 30

    PDF (194.5 KB)

  6. Cantor Fitzgerald MA 50

    PDF (195.0 KB)

  7. Cantor Fitzgerald MA 70

    PDF (186.3 KB)

  8. Cash

    PDF (306.7 KB)

  9. Concept K

    PDF (422.0 KB)

  10. Corporate Bond Fund

    PDF (337.0 KB)

  11. European Equity ESG Passive Fund

    PDF (317.4 KB)

Managed with You Funds - download Managed with You Funds

  1. Global Equity Emerging Market Fund

    PDF (308.1 KB)

  2. Global Leaders Equity Fund

    PDF (328.5 KB)

  3. Global Passive ESG Equity Fund

    PDF (328.3 KB)

  4. High Yield

    PDF (1.2 MB)

  5. Irish Commercial Property Fund

    PDF (408.1 KB)

  6. L&G Multi-Index III Fund

    PDF (157.8 KB)

  7. L&G Multi-Index IV Fund

    PDF (155.8 KB)

  8. L&G Multi-Index V Fund

    PDF (158.2 KB)

  9. Long Bond

    PDF (331.0 KB)

  10. Stewardship Ethical Fund

    PDF (203.4 KB)

Managed by You Funds (SDIO) Show more Show less

Fund Manager Fund Name Asset Class SFDR Classification SFDR Disclosure
Columbia Threadneedle Stewardship Ethical 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 Website Disclosures Updated Website Disclosure Updates Included
Abrdn Abrdn Smaller Companies Global Equity Fund Apr-24 Annual Fund Manager update
Abrdn Abrdn Mid Cap Equity Fund Apr-24 Annual Fund Manager update
Aviva Aviva Irish Commercial Property Fund Dec-24 Annual Fund Manager update
Aviva Investors Corporate Bond Fund Mar-25 Annual Fund Manager update
Aviva Investors Multi-Asset ESG Active 3 Mar-25 Annual Fund Manager update
Aviva Investors Multi-Asset ESG Active 4 Mar-25 Annual Fund Manager update
Aviva Investors Multi-Asset ESG Active 5 Mar-25 Annual Fund Manager update
Aviva Investors Aviva Investors Multi-Strategy (AIMS) Target Return Fund (Ireland) Mar-25 Annual Fund Manager update
Aviva Investors High Yield Equity Fund Mar-25 Annual Fund Manager update
Aviva Investors Long Bond Fund Mar-25 Annual Fund Manager update
Aviva Investors Bond Fund Mar-25 Annual Fund Manager update
Aviva Investors Cash Fund Mar-25 Annual Fund Manager update
Aviva Investors Multi-Asset ESG Passive Plus 3 Mar-25 Annual Fund Manager update
Aviva Investors Multi-Asset ESG Passive Plus 4 Mar-25 Annual Fund Manager update
Aviva Investors Multi-Asset ESG Passive Plus 5 Mar-25 Annual Fund Manager update
Aviva Investors Fixed Allocation 20 Mar-25 Annual Fund Manager update
Aviva Investors Fixed Allocation 40 Mar-25 Annual Fund Manager update
Aviva Investors Fixed Allocation 60 Mar-25 Annual Fund Manager update
Aviva Investors Fixed Allocation 80 Mar-25 Annual Fund Manager update
Aviva Investors Global Equity Emerging Mkts Fund Mar-25 Annual Fund Manager update
Aviva Investors Global Leaders Equity Fund Mar-25 Annual Fund Manager update
Aviva Investors Global Equity ESG Passive Fund Mar-25 Annual Fund Manager update
Aviva Investors European Equity ESG Passive Fund Mar-25 Annual Fund Manager update
Cantor Fitzgerald Asset Management Cantor Fitzgerald MA 30 Fund Feb-25 Annual Fund Manager update
Cantor Fitzgerald Asset Management Cantor Fitzgerald MA 50 Fund Feb-25 Annual Fund Manager update
Cantor Fitzgerald Asset Management Cantor Fitzgerald MA 70 Fund Feb-25 Annual Fund Manager update
Columbia Threadneedle Stewardship Ethical Fund Apr-24 Annual Fund Manager update
DWS Concept K Fund Apr-24 Annual Fund Manager update
LGIM L&G Multi-Index III Fund Jul-24 Annual Fund Manager update
LGIM L&G Multi-Index IV Fund Jul-24 Annual Fund Manager update
LGIM L&G Multi-Index V Fund Jul-24 Annual Fund Manager update