Aviva Platform – our investment range
Ready to take investment to the next level?
Transcript for video Video transcript
For adviser use only. Not for use with customers.
Introducing Aviva Platform Investment
Ready to take investment to the next level?
That’s the Aviva Platform.
Technology that streamlines your offering
With investment solutions that work differently
To give you a competitive advantage
Access over 6,900 funds.
Investment trusts,
Exchange-traded funds,
Fixed-income securities,
Equities
Aviva: Internal
With global Multi-Asset Funds
And a Smooth Managed range
That helps shelter clients from adverse conditions
Choose from over 100 Discretionary Managers
And stay on top of ESG with our toolkits
That generate comprehensive reports with ease
Ready for a more flexible investment platform?
It takes Aviva
Aviva Life Services 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.
LF10279 06/2024
Our investment options
There's a range of portfolios on the Aviva Platform to cater for different tax and income requirements: Pension Portfolio, ISA Portfolio, JISA Portfolio and Investment Portfolio. Through the platform you'll have access to over 6,900 funds, including global Multi-Asset Funds and our Smooth Managed Fund range. It also has around 103 Discretionary Investment Managers to choose from.
There are a number of resources on the platform, designed to make you the expert. From tailored client reports to portfolio analysis capability, it’s all there to help you get the best investment experience for your clients.
Our Smooth Managed Fund range
Deploys a ‘smoothing’ process to help shelter your clients from some of the impact of adverse market movements on medium to long term investments.
Multi-asset funds
A globally diverse range of fund options and risk levels, with the flexibility to evolve as market conditions change.
Discretionary Investment Managers
A choice of Discretionary Investment Managers (DIMs) who will manage your clients' portfolios on the platform for you.
Investment Pathways
Four simple investment options with varying levels of volatility, to help your clients make the right choices for their retirement.
ESG (Environmental, Social and Governance)
Use our ESG Profiling Tool to objectively assess client portfolios for environmental, social and governance criteria.
Head to our ESG hub for client materials and investment guidance.
Aviva Investment Centre
A wealth of information about our fund options and how they’re invested and managed.
We also have useful commentary about all aspects of our diverse investments.
