Savings and Investments

• Set your financial goals
  Are you buying a home? Building up a college fund for your kids? Planning for a well-earned retirement?
• Work out your timeline
  To get the best from your money, you should invest over the medium to long term (typically five years or more).

• Decide if you want to save or invest
  Investing has the potential of a higher return than saving over the medium to long-term.
• Talk with your Financial Broker to find the option that suits you
  Investing always involves risk. The value of your investment may go down as well as up and you may lose some or all of the money you invest, particularly when you invest in higher risk funds. You should never take more risk than your comfortable with. Your Financial Broker will help you figure out your attitude to risk and the right fund options for you. You can also use our Risk Profiler to see what kind of investor you are.

Regular Saver

Saving is about putting money aside for the future. With our Regular Saver you can save from as little as €100 per month.

Here's the criteria you'll need to meet;

• Aged between 18 and 85
• Able to save at least €100 per month
• Looking for a medium to long-term savings plan of five years or more
• Happy with the choice of funds into which you can invest your savings and happy to take some risk with the aim of generating returns
• Prepared to risk getting back less than you put in
• Happy with the charges on this product

Investment Bond

Investing is about trying to grow your money over the medium to long term. The returns can be higher than with savings products, but it's riskier than saving and you could lose money.

Here's the criteria you'll need to meet;

• Aged between 18 and 85
• Have a lump sum to invest and are comfortable to invest for five years or more
• Want to invest in a product with a range of investment fund options
• Are prepared to risk getting back less than you put in for potentially higher returns
• Are prepared for the value of your investment to change over time.

Keep track of your investment

Already an Aviva customer? We can help you find out everything you need to know about your investment. You can see how it’s performing, read the latest bonus announcements and get answers to any questions you have.

Read more on Principles and Practices of Financial Management.

Collective Investment Vehicle – the charges

A Collective Investment Vehicle (CIV) – sometimes known as a Collective Investment Scheme (CIS) – is a fund where different investors’ money is pooled to invest in assets that match the fund’s investment objectives and policies.

Read more on Collective Investment Vehicle charges.

Fund Centre

It’s your money – it makes sense that you want to see it in action. That’s where our Fund Centre comes in. It gives you the chance to:

• See daily fund prices and performance
• Download regular fund factsheets that show where your fund is invested and how it’s performing
• Chart the performance of your funds

Visit our Fund Centre

Key Information Document Tool

A Key Information Document (KID) is an information sheet that helps you understand and compare the key features, risks and costs of the product and funds you are considering investing in.

And we have a handy tool that lets you find, print or email KIDs quickly and easily.

Visit KID tool