Fund disclosure documents required under SFDR and other regulatory documents.
- From 1 January 2023, SFDR (sustainable finance disclosure regulation) introduces a requirement for each fund designated as Article 8 “light green” or Article 9 “dark green” to provide an additional annual document known as a Periodic Disclosure. This document is to be made available to support investors across pensions, savings, and investment products in understanding the ESG (environmental, social, and governance) characteristics of the fund and how the manager will achieve the fund’s stated objectives. These documents should be read in conjunction with other key literature relating to the fund range offered by Aviva.
- The documents published on the Aviva website have been provided by the relevant fund manager and may reflect the ESG status of the underlying fund in which the Aviva fund invests. They have been published in full as provided by the fund manager to Aviva without change. Where Aviva has not received a document from the relevant Fund Manager for any funds designated as Article 8, we will publish these at the earliest opportunity in the future and notify accordingly of updates.
- These documents are subject to change in the future and Aviva will endeavour to ensure that the most recent documents are published to our websites, at the earliest opportunity after receiving the update from the Fund Manager.
- The full range of our Article 8 Funds are available through the following products:
Personal Pension, Retail Master Trust, Personal Retirement Savings Account (PRSA), Approved Retirement Fund (ARF), Savings and Investment products. - The Article 8 Funds listed below offered by Aviva are available for customers investing in our Corporate Master Trust: Aviva Multi Asset ESG Active Funds, Aviva ESG Multi Asset Passive Plus Funds, Aviva Fixed Allocation Funds, Cantor Multi Asset Funds, LGIM Multi-Index Funds, Bond Fund, Long Bond Fund, Corporate Bond fund, Cash Fund, High Yield Equity Fund & Irish Commercial Property Fund.
- In order to invest in any of the Managed by You (SDIO) funds, a policyholder will be required to take out an account with Cantor Fitzgerald.
- The links to the Managed by You (SDIO) funds are to third party fund manager websites. The fund managers are responsible for updating the content within their literature.
- Where relevant in the Managed by You (SDIO) section, the periodic disclosure will be contained within the document titled “Annual Accounts”.
Document Library
View all Periodic Disclosures
SDIO
| Fund Manager | Fund Name | Asset Class | SFDR Classification | Periodic Disclosure* |
| Columbia Threadneedle | Threadneedle European Select Fund | Equity | 8 | Periodic Disclosure |
| M&G | M&G Dynamic Allocation Fund | Multi-Asset | 8 | Periodic Disclosure |
| M&G | M&G Optimal Income Fund | Bond | 8 | Periodic Disclosure |
| Lazard | Lazard Global Listed Infrastructure Equity Fund | Equity | 8 | Periodic Disclosure |
| Fundsmith | Fundsmith Equity Feeder Fund | Equity | 8 | Periodic Disclosure |
| Muzinich | Muzinich Enhanced Yield Fund | Bond | 8 | Periodic Disclosure |
| Cantor Fitzgerald Asset Management | CFAM – Green Effects Fund | Equity | 9 | Periodic Disclosure (PDF) |
| Greenman | Greenman Open | Property | 9 | Periodic Disclosure (PDF) |
*Please note that each Periodic Disclosure links to the Fund Manager’s website.
Document Library
View all Pre-Contractual Disclosure Documents
SDIO
| Fund Manager | Fund Name | Asset Class | SFDR Classification | Pre Contractual Disclosure* |
| Columbia Threadneedle | Threadneedle European Select Fund | Equity | 8 | Pre-Contractual Disclosure |
| M&G | M&G Dynamic Allocation Fund | Multi-Asset | 8 | Pre-Contractual Disclosure |
| M&G | M&G Optimal Income Fund | Bond | 8 | Pre-Contractual Disclosure |
| Lazard | Lazard Global Listed Infrastructure Equity Fund | Equity | 8 | Pre-Contractual Disclosure |
| Fundsmith | Fundsmith Equity Feeder Fund | Equity | 8 | Pre-Contractual Disclosure |
| Muzinich | Muzinich Enhanced Yield Fund | Bond | 8 | Pre-Contractual Disclosure |
| Cantor Fitzgerald Asset Management | CFAM – Green Effects Fund | Equity | 9 | Pre-Contractual Disclosure |
| Greenman | Greenman Open | Property | 9 | Pre-Contractual Disclosure |
*Please note that each Periodic Disclosure links to the Fund Manager’s website.
Document Library
View all Website Disclosure Documents
SDIO
| Fund Manager | Fund Name | Asset Class | SFDR Classification | Website Disclosure* |
| Columbia Threadneedle | Threadneedle European Select Fund | Equity | 8 | Website Disclosure |
| M&G | M&G Dynamic Allocation Fund | Multi-Asset | 8 | Website Disclosure |
| M&G | M&G Optimal Income Fund | Bond | 8 | Website Disclosure |
| Lazard | Lazard Global Listed Infrastructure Equity Fund | Equity | 8 | Website Disclosure |
| Fundsmith | Fundsmith Equity Feeder Fund | Equity | 8 | Website Disclosure |
| Muzinich | Muzinich Enhanced Yield Fund | Bond | 8 | Website Disclosure |
| Cantor Fitzgerald Asset Management | CFAM – Green Effects Fund | Equity | 9 | Website Disclosure |
| Greenman | Greenman Open | Property | 9 | Website Disclosure |
*Please note that each Periodic Disclosure links to the Fund Manager’s website.