Funds for life products
Unlock the potential of your Life policy
Our range of Aviva and ex-Friends Life funds
If you have a Life policy with us, such as an investment bond or endowment, you can change the funds you invest in. You can pick from a range of funds that align with your financial goals. We give each fund a risk and return rating — you can find the definitions here.
Aviva policies
Each product has its own range of funds to choose from, which is known as a 'fund series'. If a fund has more than one series, there may be a difference in the unit prices and charges. If you’re an existing customer, we would have told you your fund series when your policy started.
If you're not sure of your product name or fund series, you can check your annual statement. The fund series will be shown as ‘S2’ or ‘(CGU)’ for example. If you don’t have your annual statement to hand, you can check our list of products shown below.
On the Aviva Fund Centre, if you have an Aviva policy, you can search by fund name or by your product name. The product name will take you to the correct fund series for your product.
Using the advanced filters, you can also search by fund series.
| Product Name | Fund Series |
|---|---|
| Portfolio Bonds which started between 2 October 2000 and 6 July 2003 and for FlexiBonds which started on or after 2 October 2000 | Life Series 1 (S1) |
| For Homemaker Plus policies which started on or after 2 October 2000 | Life Series 2 (S2) |
| For Bond 2000s which started on or after 2 October 2000 | Life Series 3 (S3) |
| For Portfolio bonds which started on or after 7 July 2003, Select Investment bonds and Co-operative Investment Bonds | Life Series 4 (S4) |
| For Portfolio Bonds taken out with CGU Life | CGU Life (Portfolio Bonds) (S2) |
| For Homemaker Plus policies taken out with CGU Life | CGU Life Series 2 (Homemaker Plus) (S2) |
| For Life policies such as endowments and bonds taken out with General Accident (GA) Life | General Accident Life (GA) |
| For Life policies such as endowments and bonds taken out with Norwich Union before 2 October 2000 | Norwich Union Life (pre 2/10/2000) (NU) |
| For Life policies such as endowments and bonds taken out with Commercial Union | Commercial Union Life (CU) |
| For Life policies such as endowments and bonds taken out with Provident Mutual | Provident Mutual Life (PM) |
| For Life policies such as endowments and bonds taken out with National Westminster Life Assurance (transferred to Aviva Life & Pensions UK Limited on 30 September 2011) | Ex National Westminster Life Assurance 1 S3 or 1 S5 |
| For Life policies such as endowments and bonds taken out with Royal Scottish Assurance (transferred to Aviva Life & Pensions UK Limited) | Ex Royal Scottish Assurance (S5) |
Ex-Friends Life policies
Here's a list of the products that use ex-Friends Life funds:
On the Aviva Fund Centre, if you have an ex-Friends Life policy, you can search by fund name or by your product name. The product name will take you to the correct fund series for your product.
| Product description |
|---|
| Life products originally purchased from London & Manchester |
| Life products originally purchased from National Mutual |
| Life products originally purchased from Friends Provident or Friends Life that include internal funds |
| Life products originally purchased from Friends Provident or Friends Life that include funds managed by other fund managers (external funds) |
| Life products originally purchased from AXA Sun Life taken out from May 2002 with a policy number starting 200 |
| MLC Investment Bond originally purchased from AXA Sun Life |
| Premium Select Bond originally purchased from AXA Sun Life |
| Life products originally purchased from Equity & Law or Sun Life |
| Life products originally purchased from Winterthur |
How much it costs
If a fund has a charge, you’ll see this on the Aviva Fund Centre. This charge is on top of your product charges, which you’ll find details of in your policy documents.
Explore our fund range
Once you have identified which funds relate to your policy, you're ready to view that fund range.
Do you already have a Life policy with us?
How to change funds
There are ways to change Aviva and ex-Friends Life funds, depending on your type of plan:
Looking for something else?
We have a range of products for you to invest in.
Remember, the value of your investments can go down as well as up and you could get back less than you put in. Tax treatment depends on your unique situation and can change at any time.
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