Star Performers

Gross Returns to 01 September 2026

3 Years Annualised

Over the first half of 2026, global equities produced robust returns despite market volatility and geopolitical tensions. and energy price instability.  Resilient economic conditions and strong corporate earnings supported returns across a broader range of sectors and companies. Against this backdrop Aviva Funds across managers, asset classes and investment styles delivered strong returns for Irish investors.

Strong Gross Fund Performance to 01 September 2026¹,²

Fund 1 Year 3 Years Ann 4 Years Ann 5 Years Ann 10 Years Ann
Multi-Asset ESG Active 31 7.0% 7.1% 5.0% 2.4% 2.9%
Multi-Asset ESG Active 41 14.4% 11.9% 9.2% 6.0% 5.7%
Multi-Asset ESG Active 51 19.0% 14.8% 12.0% 8.5% 7.9%
Multi-Asset ESG Passive Plus 31 6.7% 6.6% 4.9% -- --
Multi-Asset ESG Passive Plus 41 14.8% 11.8% 9.2% -- --
Multi-Asset ESG Passive Plus 51 21.1% 16.1% 13.1% -- --
Fixed ESG 201 3.9% 5.3% 3.9% -- --
Fixed ESG 401 8.2% 8.3% 6.6% -- --
Fixed ESG 601 12.5% 11.3% 9.3% -- --
Fixed ESG 801 17.0% 14.3% 11.9% -- --
L&G Multi-Index III1 7.1% 6.5% 4.3% 1.9% --
L&G Multi-Index IV1 14.2% 11.0% 8.2% 5.3% --
L&G Multi-Index V1 21.3% 15.1% 11.8% 8.4% --
Cantor Fitzgerald Multi-Asset 301 6.1% 10.1% 8.2% 4.0% --
Cantor Fitzgerald Multi-Asset 501 9.4% 14.1% 12.2% 6.6% --
Cantor Fitzgerald Multi-Asset 701 12.8% 18.2% 16.0% 8.8% 10.1%
Concept K1 10.0% 6.9% 6.0% 4.9% 5.0%
High Yield Equity1 14.5% 13.7% 14.0% 12.1% 12.4%
Irish Commercial Property Fund1 5.4% 2.4% 1.1% 2.0% 2.5%
Warning: Past performance is not a reliable guide to future performance.

Competitive Charges = More Value for Clients

  • No policy fees1 or fund switch charges
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  • No early encashment charges on easy access options A1, B1, C1, and D1

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1. Source: Longboat Analytics, based on the price calculated for 01 September 2026, which is calculated using close of market price from the previous working day. Performance figures are quoted gross of fees. Please note that the deduction of fees would reduce the performance shown. The Standard Annual Management Charge (AMC) for Series 1 is 0.75%. Other funds may have higher or lower AMCs. Where available, different series of the same fund may also carry different AMCs. For full details, please refer to the relevant Financial Broker Guide or Charging Sheet. Additional charges may apply. The information in this document does not constitute investment advice. It does not consider the investment objectives, financial position, or needs of any particular investor. Fund performance is updated daily on our fund centre on aviva.ie
2. Numbers are rounded.

 

Warning: If you invest in the pre-retirement products you will not have access to your money before you retire.
Warning: Past performance is not a reliable guide to future performance.
Warning: The value of your investment may go down as well as up.
Warning: If you invest in this product you may lose some or all of the money you invest.
Warning: The income you earn from this investment may go down as well as up.
Warning: These funds may be affected by changes in currency exchange rates.

Aviva Life & Pensions Ireland Designated Activity Company, is a private company limited by shares, registered in Ireland No. 165970. Registered office at Building 12, Cherrywood Business Park, Loughlinstown, Co. Dublin, D18 W2P5. Tel (01) 898 7950, www.aviva.ie

Aviva Life & Pensions Ireland Designated Activity Company, trading as Aviva Life & Pensions Ireland and Friends First, is regulated by the Central Bank of Ireland.