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2009 Offshore Fettered Bond Fund review
At Aviva, we’re committed to making sure our customers get the best from their investment bond. We constantly monitor our funds and we’ve recently completed a review of the funds available through our:
· International Core Funds Bond
· International Investment Bond
· International Portfolio Bond
What’s new?
Our review has resulted in a number of improvements to our funds. From
· Improved fund choice
We’ve improved our range of funds, allowing customers greater choice and the opportunity to create a balanced portfolio. We’ve introduced 33 new funds, and closed 27 poor performing funds to new investors.
· Helping customers decide
Returns and risk go hand in hand – funds which have higher growth potential usually involve more risk. We believe it’s important customers understand the risks so they can make informed choices. That’s why we’ve introduced new risk ratings for all our funds.
· Fund sectors
We’ve improved our sector definitions, giving customers a better understanding of what each of our funds invest into and what the potential returns could be.
Our updated fund guide provides more information on the available funds, sector definitions and the risk rating of each of our funds.
What do these changes mean for my customers?
If your customers are happy with their current fund choice and their bonds continue to meet their personal investment needs then you/your customers won’t need to do anything, their investments will continue.
However, if you would like to discuss additional investments or fund switches with your customers, please read the fund guide and fund fact sheets for details of the funds available and any charges which may apply.
Our fund guide and fact sheets can be found at www.international-aviva.com. Printed copies are available on request.
WA07249 08/2009
