Welcome to the shortlist
Finding the right investment fund can be like solving a maze with a countless number of paths.
That's why we created our experts' shortlist. Our team of investors sift through the charts and prices to select funds that could be right for you.
Remember, the value of your investments can go down as well as up, and you may get back less than you've put in.
Say hello to Aviva Investors
The research team behind the shortlist is made up of seasoned investment analysts. Think of them as financial market detectives, uncovering hidden gems for you to explore.
Luca Dal Mas, CFA, CFTE
Multimanager Team Lead
CFA and CFTe Charterholder
Amrish Patel, CFA
Senior Manager Research Analyst
CFA Charterholder
Cameron Falconer, CFA, CAIA
Head of Investment Oversight & Manager Research
CFA and CAIA Charteholder
Marco Concina
Manager Research Analyst
Explore your investment paths
There are four types of funds available on our shortlist:
Sustainable Investment funds
There are several ways to invest responsibly. We explain these below:
- ESG
Fund managers consider all three factors environmental, social and governance in their investment process. For the environment, fund managers look at things like a firm's energy usage, it's climate change policies, and waste production. In terms of governance, fund managers will examine how businesses are run. This includes management quality, board diversity, and conflicts of interest. - Ethical
Ethical investing is aligned with people's morals. An ethical fund will not invest in harmful industries, such as tobacco. Please note that fund performance is not the priority in ethical investing. - Impact
Impact funds are designed to provide positive social and/or environmental benefits. - Stewardship
Managers use their voice as a shareholder to encourage companies to behave better and make positive changes.
Passive funds – a fuss-free approach
The goal of passive funds is to deliver returns that closely match the overall market.
Passive funds are known for being cost-effective.
ESG funds on the shortlist
When you look at the shortlist you can also choose dedicated environmental, social and governance (ESG) funds. These funds are rated on issues like green measures and their approach to social issues. They can be a good choice if you would like the funds you invest in to take environmental, social and governance concerns into account as part of the overall investment process.
They also meet the following criteria:
- Commitment: The parent company responsible for the fund signs up to the UN's Principles for Responsible Investment to show its commitment to being a responsible investor.
- Sustainability: The fund is designed to care about the environment and things that help to benefit society right from the start.
- Expert managers: The fund is managed by a team with the right background and knowledge to focus on ESG.
- Making a difference: The fund can demonstrate what its sustainable goals are and how it's achieving them.
- Being open: You can see how the fund manager votes at company meetings and how they engage with businesses on matters such as executive pay and diversity.
Active funds – go beyond average
Active funds are managed by fund mangers who aim to do better than the standard performance for a specific sector or a regional market, such as the US. They carefully select investments they believe have the potential to perform even better than well-known indices, such as the FTSE® 100 index.
Shortlist updates
This is where we keep the latest news on the funds we've added and removed. When two funds are similar, we give a thumbs up to the one that cares more about the environment, people, and doing the right thing.
Funds added
- December 2022
BNY Mellon Multi-Asset Global Balanced W Acc
BNY Mellon Multi-Asset Global Balanced W Inc
Funds removed
- June 2023
SPARX Japan Sustainable Equity GBP Institutional E - December 2022
Jupiter UK Mid Cap
Before you use the shortlist
You’ll find the shortlist helpful if you know your investment preferences and want to speed up your fund-finding journey. If this doesn’t apply to you, you may want to explore our other options:
An option that could suit you if you’re planning a pension and want a simple way to invest. Your exposure to the stock market will be reduced in order to provide stability as you get closer to retirement.
A great choice for investors looking for a hands-off approach. Simply choose your risk level and Aviva will do the rest.
Beyond our shortlist, we have more than 4,000 other funds to choose from. Use the filters to pick what's important to you and discover the right fund for your needs.
Find a shortlist fund now
Take a look at the funds picked by the manager research team, and see what’s right for you.
Don’t take it personally
The information on this page is not a specific recommendation to you and your circumstances. If you need advice based on your unique needs, you may want to speak to a financial adviser.
For important information on the service we will be providing you with, read key facts about our services and costs.