Investment Preference Tool

Discover funds that reflect the issues that are most important to you

Find investment funds that reflect your values

First, choose the investment issues that matter to you. Then, we'll show you a list of funds that meets certain criteria for those issues.

You can change your selections any time to see a different list of funds.

Please note:

This tool isn't personal advice. It's here to help you get the most out of our Fund Search tool.

Also, remember that search results will reflect fund's contents at a single point in time. To make sure all funds meet your expectations, it's best to check their objectives before you invest.

The criteria we use for the search are based on the MSCI ESG Methodology. MSCI only ranks a fund on ESG criteria if they're able to research the majority of that fund's holdings, they have up-to-date information on its holdings, and the fund is above a certain size. If a fund hasn't been ranked by MSCI, it won't be included in your search results.

MSCI ESG Methodology

To be rated by MSCI ESG Fund Ratings, a fund needs to meet these rules:

  1. At least 65% of the fund's holdings has been researched by MSCI.
  2. The fund's reported holdings must be from within the last year.
  3. The fund must have at least 10 holdings.
  4. It can't be classified as a commodity fund (Commodity funds are mutual funds that invest in the trade of a specific commodity, such as oil, minerals, gold,etc)

Even if a fund doesn't meet the 65% coverage rule but meets the other conditions, ESG Ratings and measures are calculated, but reports aren't issued for these funds. If a fund hasn't been ranked by MSCI, it won't be included in your search results.

We recommend you regularly review your investment choices, to ensure your needs are being met.

Nothing on this site is personalised advice or a recommendation. If you need a personalised recommendation based on your personal circumstances, you should seek financial advice.

Pension product provided by: Aviva Pension Trustees UK Limited. Registered in England No. 2407799. Aviva, Wellington Row, York, YO90 1WR. Authorised and regulated by the Financial Conduct Authority. Firm Reference Number 465132.

Platform provider: Aviva Wrap UK Limited. Registered in England No. 4470008. Aviva, Wellington Row, York, YO90 1WR. Authorised and regulated by the Financial Conduct Authority. Firm Reference Number 231530.

No advice provided by: Aviva Life & Pensions UK Limited. Registered in England No 2403746. Aviva, Wellington Row, York, YO90 1WR. Authorised and regulated by the Financial Conduct Authority. Firm Reference Number 145452.