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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.

Facts

Here are some the facts you need to know about the Aviva Guaranteed Fund available through Portfolio.

Criteria

Minimum/maximum

Detail

Notes

Payments

Minimum single payment to start the bond

£5,000 (overall for Portfolio)

£500 (for the Fund)

The fund has a minimum investment of £500. 

Withdrawals

Minimum regular withdrawal

£50 overall and £20 from each fund that a withdrawal is being made from

An early exit charge is applied to regular withdrawals above 7.5% a year of the total original investment in portfolio and any one-off withdrawals, during the first five years. This charge depends on the number of years invested. Any withdrawals taken from the fund in the first five years will reduce the value of the money-back guarantee in proportion to the number of units cancelled and not by the cash amount withdrawn.

 

Maximum regular withdrawal

20% of the total original investment in Portfolio

Term

 

Five years

The guarantee will only apply on the fifth anniversary or on death.

 

 

 

 

 

 

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.