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 your choices.
You can change your selections any time to see a different list of funds.
Please note:
This 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.
At Aviva we filter funds using the 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.
The rules on these pages are defined by Aviva and seperate from the FCA's investment labels.
How we help you filter ESG funds
At Aviva we use MSCI's ESG rating system. When you'd like to remove companies that are involved in the fossil fuel industry from your investments, for example, we rely on MSCI's system to give you the right fund choices.
To be ranked by MSCI, a fund must meet these rules:
- At least 65% of the fund's holdings has been researched by MSCI.
- Reported holdings must be from the last 12 months.
- The fund has to have at least 10 holdings.
- It can't be classed as a commodity fund (those that invest in the trade of a specific commodity like oil, minerals or gold).
MSIC's ESG ratings are subject to change so you should check the latest version of their methodology before choosing funds. You can find it here.
There are limits to the MSIC system. Some fund contents may not be rated for ESG considerations. These include cash, cash options, intrest rate swaps, time/term deposits, currency futures, commodities or repurchase agreements.
As a result, it's not possible for Aviva to guarantee a fund will completely meet the criteria you've selected.
The rules on these pages are defined by Aviva and are seperate from the FCA's investment labels.
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.
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