Closure of My Future Advantage · My Future Advantage Questions and answers for customers . Aviva:...
Transcript of Closure of My Future Advantage · My Future Advantage Questions and answers for customers . Aviva:...
Aviva: Internal
1. What is happening?
2. My Future Advantage: more detail
3. What is changing?
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4. Why are these changes being made?
5. Do I need to do anything?
6. When will these changes take place?
7. Who will manage the funds?
8. How will My Future Focus invest
responsibly?
Closure of My Future Advantage Questions and answers for customers
Aviva: Internal
9. Will there be any increase in charges?
10. Is there any cost to me as a result of these changes?
11. Where can I find more information?
12. What are the funds within My Future Advantage?
Aviva: Internal
13. How will the funds change under My Future Focus ‘universal strategy’?
Current fund name and risk
details Current fund objective
Name: My Future Focus
Growth Fund
Risk rating: 4
Risk warnings: A, B, C, E, F
This fund aims to provide long term growth, through exposure to a range of asset classes that can
include, but are not limited to, equities, fixed interest, cash, and property. It may also use
derivatives for investment purposes. The fund targets volatility of 75% of Global Equities (as
measured on a rolling 5-year basis).
My Future Focus
Consolidation
Fund
A, B, C, E, F
This fund aims to provide growth with a reduced level of risk, through exposure to a range of asset
classes that can include, but are not limited to, equities, fixed interest, cash, and property. It may
also use derivatives for investment purposes. The funds targets volatility of 25% of Global Equities
(as measured on a rolling 5-year basis).
14.How are the funds managed under My Future Focus?
Aviva: Internal
15. What are the glide path changes?
My Future Advantage investment glide path
My Future Focus “universal strategy” investment glide path
Aviva: Internal
What do the risk ratings mean?
Aviva: Internal
Aviva Life & Pensions UK Limited. Registered in England No. 3253947. Registered Office: Wellington Row, York YO90 1WR. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Member of the Association of British Insurers. Firm Reference Number 185896. SP99852 1219