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Aviva Guaranteed Fund

A money-back guarantee and growth potential

The Aviva Guaranteed Fund is designed to offer some reassurance and peace of mind, providing clients with an attractive investment opportunity in uncertain markets. Suitable for more cautious investors, the fund provides the potential for growth with the added protection that no matter what happens in the market clients are guaranteed to get back their original investment on the fifth anniversary. The fund is available through Portfolio, Aviva’s investment bond. Portfolio has a minimum investment of £5,000, with a minimum per fund of £500.

Clients

Here is some information to help you decide if the Aviva Guaranteed Fund is right for your client.

Designed for clients who:

  • are prepared to take at least a five year view
  • want to protect their capital – the fund’s main selling points are the asset allocation, the guarantee and the active management that creates maximum upside potential with no risk to capital on the fifth anniversary
  • want a money-back guarantee in the event of death
  • worry about their investments.

Not designed for clients who:

  • are non-taxpayers – the fund is currently only available through Portfolio, which may not be suitable
  • need to take some of the money over the next five years – withdrawals reduce the guaranteed units on which guarantee costs have already been accrued
  • want to invest in a fund with higher growth potential, which may also carry a higher risk.

 

 

 

 

 

 

WA03148  02/2010

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For Adviser use only. This information has not been approved for use with customers.

Aviva Life Services UK Limited.
Registered in England No 2403746. 2 Rougier Street, York, YO90 1UU.
Aviva Life Services UK Limited is authorised and regulated by the Financial Services Authority.